Valeo Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.8M | Buy |
48,793
+1,736
| +4% | +$404K | 0.25% | 43 |
|
|
2026
Q1 | $10.1M | Buy |
47,057
+612
| +1% | +$134K | 0.24% | 45 |
|
|
2025
Q4 | $9.77M | Buy |
46,445
+1,089
| +2% | +$225K | 0.22% | 52 |
|
|
2025
Q3 | $9.23M | Sell |
45,356
-31,005
| -41% | -$6.17M | 0.21% | 52 |
|
|
2025
Q2 | $8.49M | Buy |
76,361
+32,384
| +74% | +$6M | 0.21% | 55 |
|
|
2025
Q1 | $8.27M | Sell |
43,977
-727
| -2% | -$138K | 0.23% | 52 |
|
|
2024
Q4 | $8.28M | Sell |
44,704
-312
| -0.7% | -$59.8K | 0.23% | 49 |
|
|
2024
Q3 | $8.54M | Sell |
45,016
-12,082
| -21% | -$2.2M | 0.24% | 52 |
|
|
2024
Q2 | $9.96M | Sell |
57,098
-72
| -0.1% | -$12.6K | 0.31% | 40 |
|
|
2024
Q1 | $9.93M | Buy |
57,170
+259
| +0.5% | +$43.8K | 0.36% | 36 |
|
|
2023
Q4 | $9.4M | Buy |
56,911
+100
| +0.2% | +$15.4K | 0.38% | 35 |
|
|
2023
Q3 | $8.63M | Sell |
56,811
-662
| -1% | -$105K | 0.39% | 34 |
|
|
2023
Q2 | $9.07M | Buy |
57,473
+1,269
| +2% | +$194K | 0.41% | 30 |
|
|
2023
Q1 | $8.56M | Buy |
56,204
+1,108
| +2% | +$171K | 0.41% | 32 |
|
|
2022
Q4 | $8.36M | Sell |
55,096
-170
| -0.3% | -$25.4K | 0.46% | 30 |
|
|
2022
Q3 | $7.52M | Buy |
55,266
+1,249
| +2% | +$188K | 0.48% | 31 |
|
|
2022
Q2 | $7.83M | Sell |
54,017
-1,567
| -3% | -$245K | 0.49% | 30 |
|
|
2022
Q1 | $9.23M | Sell |
55,584
-806
| -1% | -$132K | 0.47% | 31 |
|
|
2021
Q4 | $9.47M | Buy |
56,390
+48
| +0.1% | +$7.86K | 0.51% | 31 |
|
|
2021
Q3 | $8.82M | Buy |
56,342
+3,575
| +7% | +$573K | 0.5% | 32 |
|
|
2021
Q2 | $8.37M | Sell |
52,767
-405,968
| -88% | -$64.3M | 0.51% | 30 |
|
|
2021
Q1 | $69.5M | Buy |
458,735
+1,137
| +0.2% | +$164K | 3.22% | 7 |
|
|
2020
Q4 | $62.6M | Buy |
457,598
+402,168
| +726% | +$51.6M | 3.22% | 7 |
|
|
2020
Q3 | $6.55M | Buy |
55,430
+5,066
| +10% | +$601K | 0.57% | 26 |
|
|
2020
Q2 | $5.67M | Sell |
50,364
-504
| -1% | -$55.4K | 0.52% | 29 |
|
|
2020
Q1 | $5.54M | Sell |
50,868
-3,696
| -7% | -$461K | 0.59% | 28 |
|
|
2019
Q4 | $7.45M | Buy |
54,564
+1,417
| +3% | +$187K | 0.72% | 21 |
|
|
2019
Q3 | $6.82M | Buy |
53,147
+46
| +0.1% | +$5.85K | 0.75% | 21 |
|
|
2019
Q2 | $6.76M | Sell |
53,101
-883
| -2% | -$111K | 0.77% | 20 |
|
|
2019
Q1 | $6.67M | Buy |
53,984
+4,171
| +8% | +$501K | 0.81% | 17 |
|
|
2018
Q4 | $5.53M | Buy |
49,813
+2,703
| +6% | +$324K | 0.78% | 23 |
|
|
2018
Q3 | $5.66M | Buy |
47,110
+1,832
| +4% | +$230K | 0.76% | 23 |
|
|
2018
Q2 | $5.63M | Buy |
45,278
+3,797
| +9% | +$462K | 0.79% | 23 |
|
|
2018
Q1 | $4.98M | Sell |
41,481
-497
| -1% | -$62K | 0.8% | 21 |
|
|
2017
Q4 | $5.22M | Buy |
41,978
+1,216
| +3% | +$147K | 0.86% | 20 |
|
|
2017
Q3 | $4.83M | Buy |
+40,762
| New | +$4.75M | 1.09% | 14 |
|
Other funds holding IWD
Valeo Financial Advisors's IWD Position: Q2 2026 in Review
Valeo Financial Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 3.7% in Q2 2026, buying an estimated $404K and bringing the position to 48,793 shares worth $11.8M. The position accounts for 0.25% of the portfolio, ranked #43.
Valeo Financial Advisors first reported a position in IWD in Q3 2017 and has held it in 36 quarters since. The position peaked at $69.5M in Q1 2021. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Valeo Financial Advisors held 48,793 shares of iShares Russell 1000 Value ETF worth $11.8M as of Q2 2026.
- Valeo Financial Advisors bought 1,736 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $404K.
- iShares Russell 1000 Value ETF made up 0.25% of Valeo Financial Advisors's portfolio in Q2 2026, its #43 holding.
- Valeo Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's iShares Russell 1000 Value ETF position peaked at $69.5M in Q1 2021.
- 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.