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

Visionary Wealth 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	$9.71M	Sell	45,457 -824	-2%	-$180K	0.43%	64
2025 Q4	$9.73M	Sell	46,281 -1,843	-4%	-$381K	0.44%	63
2025 Q3	$9.8M	Sell	48,124 -7,327	-13%	-$1.46M	0.46%	58
2025 Q2	$10.8M	Sell	55,451 -208	-0.4%	-$38.5K	0.55%	43
2025 Q1	$10.5M	Sell	55,659 -479	-0.9%	-$91.2K	0.63%	41
2024 Q4	$10.4M	Sell	56,138 -1,040	-2%	-$199K	0.61%	42
2024 Q3	$10.9M	Sell	57,178 -1,916	-3%	-$349K	0.66%	38
2024 Q2	$10.3M	Sell	59,094 -2,388	-4%	-$418K	0.67%	33
2024 Q1	$11M	Sell	61,482 -13,474	-18%	-$2.28M	0.74%	28
2023 Q4	$12.4M	Sell	74,956 -4,871	-6%	-$752K	0.91%	20
2023 Q3	$12.1M	Sell	79,827 -4,111	-5%	-$652K	0.98%	19
2023 Q2	$13.2M	Sell	83,938 -215	-0.3%	-$32.9K	1.06%	18
2023 Q1	$12.8M	Sell	84,153 -773	-0.9%	-$119K	1.09%	17
2022 Q4	$12.9M	Buy	84,926 +4,074	+5%	+$610K	1.19%	16
2022 Q3	$11M	Sell	80,852 -504	-0.6%	-$75.7K	1.14%	18
2022 Q2	$11.8M	Buy	81,356 +10,123	+14%	+$1.58M	1.06%	20
2022 Q1	$11.8M	Buy	71,233 +8,513	+14%	+$1.4M	0.95%	26
2021 Q4	$10.5M	Buy	62,720 +2,546	+4%	+$417K	0.86%	31
2021 Q3	$9.42M	Buy	60,174 +9,071	+18%	+$1.45M	0.97%	29
2021 Q2	$8.11M	Buy	51,103 +3,385	+7%	+$536K	0.81%	32
2021 Q1	$7.23M	Buy	47,718 +11,436	+32%	+$1.65M	0.76%	33
2020 Q4	$4.96M	Buy	36,282 +9,086	+33%	+$1.17M	0.56%	46
2020 Q3	$3.21M	Buy	+27,196	New	+$3.23M	0.45%	58
2020 Q1	–	Sell	-1,952	Closed	-$267K	–	212
2019 Q4	$267K	Buy	+1,952	New	+$257K	0.05%	175

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Visionary Wealth Advisors's IWD Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.8% in Q1 2026, selling an estimated $180K and leaving 45,457 shares worth $9.71M. The position accounts for 0.43% of the portfolio, ranked #64.

Visionary Wealth Advisors first reported a position in IWD in Q4 2019 and has held it in 24 quarters since. The position peaked at $13.2M in Q2 2023. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Visionary Wealth Advisors held 45,457 shares of iShares Russell 1000 Value ETF worth $9.71M as of Q1 2026.
Visionary Wealth Advisors sold 824 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $180K.
iShares Russell 1000 Value ETF made up 0.43% of Visionary Wealth Advisors's portfolio in Q1 2026, its #64 holding.
Visionary Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 24 quarters since.
Visionary Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $13.2M in Q2 2023.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.