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Walkner Condon Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Walkner Condon Financial 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 		$1.09M Sell
4,477
-102
-2% -$23.8K 0.12% 121
2026
Q1 		$978K Sell
4,579
-190
-4% -$41.6K 0.13% 118
2025
Q4 		$1M Buy
4,769
+215
+5% +$44.4K 0.14% 112
2025
Q3 		$927K Buy
4,554
+59
+1% +$11.7K 0.15% 114
2025
Q2 		$873K Buy
4,495
+62
+1% +$11.5K 0.16% 105
2025
Q1 		$834K Hold
4,433
– – 0.17% 103
2024
Q4 		$821K Buy
4,433
+642
+17% +$123K 0.17% 108
2024
Q3 		$720K Sell
3,791
-194
-5% -$35.3K 0.15% 120
2024
Q2 		$695K Sell
3,985
-139
-3% -$24.3K 0.15% 115
2024
Q1 		$739K Buy
4,124
+1,194
+41% +$202K 0.16% 116
2023
Q4 		$484K Buy
2,930
+29
+1% +$4.48K 0.11% 151
2023
Q3 		$440K Buy
2,901
+46
+2% +$7.3K 0.12% 148
2023
Q2 		$451K Buy
2,855
+3
+0.1% +$459 0.12% 143
2023
Q1 		$434K Buy
2,852
+940
+49% +$145K 0.12% 144
2022
Q4 		$290K Hold
1,912
– – 0.09% 170
2022
Q3 		$260K Hold
1,912
– – 0.08% 177
2022
Q2 		$277K Hold
1,912
– – 0.09% 181
2022
Q1 		$317K Hold
1,912
– – 0.09% 173
2021
Q4 		$321K Hold
1,912
– – 0.21% 96
2021
Q3 		$299K Hold
1,912
– – 0.15% 116
2021
Q2 		$303K Hold
1,912
– – 0.11% 132
2021
Q1 		$290K Hold
1,912
– – 0.11% 141
2020
Q4 		$261K Hold
1,912
– – 0.11% 112
2020
Q3 		$226K Buy
+1,912
New +$227K 0.12% 112

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Walkner Condon Financial Advisors's IWD Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.2% in Q2 2026, selling an estimated $23.8K and leaving 4,477 shares worth $1.09M. The position accounts for 0.12% of the portfolio, ranked #121.

Walkner Condon Financial Advisors first reported a position in IWD in Q3 2020 and has held it in 24 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Walkner Condon Financial Advisors held 4,477 shares of iShares Russell 1000 Value ETF worth $1.09M as of Q2 2026.
  • Walkner Condon Financial Advisors sold 102 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $23.8K.
  • iShares Russell 1000 Value ETF made up 0.12% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #121 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.