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 Q2	$10.9M	Sell	44,825 -632	-1%	-$147K	0.43%	61
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Visionary Wealth Advisors's IWD Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.4% in Q2 2026, selling an estimated $147K and leaving 44,825 shares worth $10.9M. The position accounts for 0.43% of the portfolio, ranked #61.

Visionary Wealth Advisors first reported a position in IWD in Q4 2019 and has held it in 25 quarters since. The position peaked at $13.2M in Q2 2023. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Visionary Wealth Advisors held 44,825 shares of iShares Russell 1000 Value ETF worth $10.9M as of Q2 2026.
Visionary Wealth Advisors sold 632 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $147K.
iShares Russell 1000 Value ETF made up 0.43% of Visionary Wealth Advisors's portfolio in Q2 2026, its #61 holding.
Visionary Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 25 quarters since.
Visionary Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $13.2M in Q2 2023.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.