UWM
IWD icon

USAdvisors Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

USAdvisors Wealth Management’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 		$258K Sell
1,065
-165
-13% -$38.4K 0.07% 126
2026
Q1 		$257K Buy
1,230
+5
+0.4% +$1.09K 0.09% 116
2025
Q4 		$257K Buy
1,225
+26
+2% +$5.37K 0.08% 116
2025
Q3 		$244K Buy
1,199
+5
+0.4% +$995 0.08% 115
2025
Q2 		$232K Sell
1,194
-219
-15% -$40.6K 0.09% 115
2025
Q1 		$265K Sell
1,413
-151
-10% -$28.8K 0.09% 109
2024
Q4 		$289K Buy
1,564
+15
+1% +$2.88K 0.09% 107
2024
Q3 		$293K Sell
1,549
-239
-13% -$43.5K 0.1% 99
2024
Q2 		$311K Sell
1,788
-405
-18% -$70.8K 0.11% 99
2024
Q1 		$392K Sell
2,193
-235
-10% -$39.8K 0.15% 96
2023
Q4 		$401K Sell
2,428
-224
-8% -$34.6K 0.17% 89
2023
Q3 		$402K Sell
2,652
-1
-0% -$159 0.18% 85
2023
Q2 		$419K Buy
2,653
+261
+11% +$39.9K 0.2% 79
2023
Q1 		$364K Buy
2,392
+13
+0.5% +$2.01K 0.17% 90
2022
Q4 		$361K Buy
2,379
+27
+1% +$4.04K 0.17% 89
2022
Q3 		$320K Hold
2,352
– – 0.16% 97
2022
Q2 		$341K Sell
2,352
-1
-0% -$156 0.17% 95
2022
Q1 		$391K Buy
2,353
+4
+0.2% +$657 0.17% 92
2021
Q4 		$395K Sell
2,349
-79
-3% -$12.9K 0.16% 88
2021
Q3 		$380K Buy
2,428
+229
+10% +$36.7K 0.16% 85
2021
Q2 		$349K Buy
2,199
+6
+0.3% +$950 0.19% 83
2021
Q1 		$332K Sell
2,193
-293
-12% -$42.4K 0.16% 85
2020
Q4 		$336K Sell
2,486
-15
-0.6% -$1.92K 0.16% 71
2020
Q3 		$295 Buy
2,501
+4
+0.2% +$474 0.05% 60
2020
Q2 		$281K Sell
2,497
-32
-1% -$3.52K 0.15% 61
2020
Q1 		$251K Buy
2,529
+116
+5% +$14.5K 0.16% 61
2019
Q4 		$329K Buy
+2,413
New +$318K 0.17% 67

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

USAdvisors Wealth Management's IWD Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 13% in Q2 2026, selling an estimated $38.4K and leaving 1,065 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #126.

USAdvisors Wealth Management first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. The position peaked at $419K in Q2 2023. 939 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • USAdvisors Wealth Management held 1,065 shares of iShares Russell 1000 Value ETF worth $258K as of Q2 2026.
  • USAdvisors Wealth Management sold 165 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $38.4K.
  • iShares Russell 1000 Value ETF made up 0.07% of USAdvisors Wealth Management's portfolio in Q2 2026, its #126 holding.
  • USAdvisors Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • USAdvisors Wealth Management's iShares Russell 1000 Value ETF position peaked at $419K in Q2 2023.
  • 939 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.