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United Advisor Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

United Advisor Group’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
Q2 		$2.01M Buy
8,294
+673
+9% +$157K 0.21% 126
2026
Q1 		$1.63M Buy
7,621
+1,314
+21% +$288K 0.2% 125
2025
Q4 		$1.33M Buy
+6,307
New +$1.3M 0.17% 150
2025
Q3 		– Sell
-1,723
Closed -$335K – 458
2025
Q2 		$335K Buy
+1,723
New +$319K 0.06% 298

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

United Advisor Group's IWD Position: Q2 2026 in Review

United Advisor Group increased its iShares Russell 1000 Value ETF (IWD) stake by 8.8% in Q2 2026, buying an estimated $157K and bringing the position to 8,294 shares worth $2.01M. The position accounts for 0.21% of the portfolio, ranked #126.

United Advisor Group first reported a position in IWD in Q2 2025 and has held it in 4 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • United Advisor Group held 8,294 shares of iShares Russell 1000 Value ETF worth $2.01M as of Q2 2026.
  • United Advisor Group bought 673 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $157K.
  • iShares Russell 1000 Value ETF made up 0.21% of United Advisor Group's portfolio in Q2 2026, its #126 holding.
  • United Advisor Group first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.