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TruWealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

TruWealth Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.2M Buy
122,607
+1,691
+1% +$370K 1.26% 27
2025
Q4 		$25.4M Sell
120,916
-232
-0.2% -$47.9K 1.24% 25
2025
Q3 		$24.7M Sell
121,148
-2,944
-2% -$586K 1.25% 24
2025
Q2 		$24.1M Buy
124,092
+4,653
+4% +$862K 1.33% 24
2025
Q1 		$22.5M Buy
119,439
+3,924
+3% +$747K 1.36% 23
2024
Q4 		$21.4M Buy
115,515
+2,566
+2% +$492K 1.29% 24
2024
Q3 		$21.4M Buy
112,949
+4,279
+4% +$780K 1.31% 24
2024
Q2 		$19M Buy
108,670
+3,375
+3% +$590K 1.26% 24
2024
Q1 		$18.9M Buy
105,295
+6,342
+6% +$1.07M 1.32% 24
2023
Q4 		$16.4M Buy
98,953
+2,743
+3% +$424K 1.25% 28
2023
Q3 		$14.6M Buy
96,210
+1,657
+2% +$263K 1.26% 25
2023
Q2 		$14.9M Buy
94,553
+3,879
+4% +$593K 1.28% 27
2023
Q1 		$13.8M Buy
90,674
+4,918
+6% +$759K 1.27% 25
2022
Q4 		$13M Buy
85,756
+3,693
+5% +$553K 1.27% 20
2022
Q3 		$11.2M Buy
82,063
+6,909
+9% +$1.04M 1.18% 21
2022
Q2 		$10.9M Buy
75,154
+27,393
+57% +$4.28M 1.17% 26
2022
Q1 		$7.93M Buy
47,761
+7,799
+20% +$1.28M 0.82% 32
2021
Q4 		$6.71M Buy
39,962
+3,178
+9% +$521K 0.68% 35
2021
Q3 		$5.76M Buy
36,784
+2,912
+9% +$467K 0.64% 37
2021
Q2 		$5.37M Buy
33,872
+32,169
+1,889% +$5.09M 0.63% 36
2021
Q1 		$258K Buy
+1,703
New +$246K 0.04% 92

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TruWealth Advisors's IWD Position: Q1 2026 in Review

TruWealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 1.4% in Q1 2026, buying an estimated $370K and bringing the position to 122,607 shares worth $26.2M. The position accounts for 1.26% of the portfolio, ranked #27.

TruWealth Advisors first reported a position in IWD in Q1 2021 and has held it in 21 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • TruWealth Advisors held 122,607 shares of iShares Russell 1000 Value ETF worth $26.2M as of Q1 2026.
  • TruWealth Advisors bought 1,691 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $370K.
  • iShares Russell 1000 Value ETF made up 1.26% of TruWealth Advisors's portfolio in Q1 2026, its #27 holding.
  • TruWealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.