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

Wealth Alliance’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	$1.81M	Buy	+7,455	New	+$1.74M	0.15%	120
2026 Q1	–	Sell	-6,542	Closed	-$1.38M	–	570
2025 Q4	$1.38M	Sell	6,542 -728	-10%	-$150K	0.13%	142
2025 Q3	$1.48M	Buy	+7,270	New	+$1.45M	0.15%	129
2025 Q1	–	Sell	-24,008	Closed	-$4.44M	–	533
2024 Q4	$4.44M	Buy	+24,008	New	+$4.61M	0.53%	28
2024 Q3	–	Sell	-6,249	Closed	-$1.09M	–	538
2024 Q2	$1.09M	Buy	6,249 +1,349	+28%	+$236K	0.14%	142
2024 Q1	$878K	Buy	4,900 +1,784	+57%	+$302K	0.12%	176
2023 Q4	$515K	Buy	+3,116	New	+$481K	0.07%	253
2023 Q3	–	Sell	-8,644	Closed	-$1.36M	–	514
2023 Q2	$1.36M	Buy	+8,644	New	+$1.32M	0.2%	107
2023 Q1	–	Sell	-13,681	Closed	-$2.07M	–	524
2022 Q4	$2.07M	Sell	13,681 -857	-6%	-$128K	0.37%	51
2022 Q3	$1.98M	Sell	14,538 -9,268	-39%	-$1.39M	0.39%	46
2022 Q2	$3.45M	Buy	+23,806	New	+$3.72M	0.66%	25
2022 Q1	–	Sell	-1,911	Closed	-$321K	–	462
2021 Q4	$321K	Buy	1,911 +621	+48%	+$102K	0.06%	312
2021 Q3	$202K	Buy	+1,290	New	+$207K	0.05%	407
2020 Q2	–	Sell	-14,851	Closed	-$1.47M	–	308
2020 Q1	$1.47M	Buy	+14,851	New	+$1.85M	0.79%	27

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

Wealth Alliance's IWD Position: Q2 2026 in Review

Wealth Alliance opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 7,455 shares worth $1.81M. The stake represents 0.15% of the portfolio and ranks #120 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in IWD as recently as Q4 2025.

Wealth Alliance first reported a position in IWD in Q1 2020 and has held it in 14 quarters since. The position peaked at $4.44M in Q4 2024. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Wealth Alliance held 7,455 shares of iShares Russell 1000 Value ETF worth $1.81M as of Q2 2026.
iShares Russell 1000 Value ETF was a new Wealth Alliance position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.15% of Wealth Alliance's portfolio in Q2 2026, its #120 holding.
Wealth Alliance first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and has held it in 14 quarters since.
Wealth Alliance's iShares Russell 1000 Value ETF position peaked at $4.44M in Q4 2024.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.