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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
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 $1.37T 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

United Advisor Group's IWD Position: Q1 2026 in Review

United Advisor Group increased its iShares Russell 1000 Value ETF (IWD) stake by 21% in Q1 2026, buying an estimated $288K and bringing the position to 7,621 shares worth $1.63M. The position accounts for 0.2% of the portfolio, ranked #125.

United Advisor Group first reported a position in IWD in Q2 2025 and has held it in 3 quarters since. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • United Advisor Group held 7,621 shares of iShares Russell 1000 Value ETF worth $1.63M as of Q1 2026.
  • United Advisor Group bought 1,314 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $288K.
  • iShares Russell 1000 Value ETF made up 0.2% of United Advisor Group's portfolio in Q1 2026, its #125 holding.
  • United Advisor Group first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.