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 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 $1.37T 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

Wealth Alliance's IWD Position: Q1 2026 in Review

Wealth Alliance sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 6,542 shares — an estimated $1.38M sold.

Wealth Alliance first reported a position in IWD in Q1 2020 and held it in 13 quarters. The position peaked at $4.44M in Q4 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Wealth Alliance reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Wealth Alliance sold 6,542 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.38M.
Wealth Alliance first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and held it in 13 quarters.
Wealth Alliance's iShares Russell 1000 Value ETF position peaked at $4.44M in Q4 2024.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.