Wealthfront Advisers
IWD icon

Wealthfront Advisers’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wealthfront Advisers’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 		$308K Buy
1,269
+40
+3% +$9.32K ﹤0.01% 982
2026
Q1 		$263K Sell
1,229
-172
-12% -$37.7K ﹤0.01% 972
2025
Q4 		$295K Sell
1,401
-408
-23% -$84.3K ﹤0.01% 928
2025
Q3 		$368K Buy
1,809
+67
+4% +$13.3K ﹤0.01% 869
2025
Q2 		$338K Buy
1,742
+101
+6% +$18.7K ﹤0.01% 850
2025
Q1 		$309K Buy
1,641
+436
+36% +$83K ﹤0.01% 842
2024
Q4 		$223K Buy
+1,205
New +$231K ﹤0.01% 875

Other funds holding IWD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Wealthfront Advisers's IWD Position: Q2 2026 in Review

Wealthfront Advisers increased its iShares Russell 1000 Value ETF (IWD) stake by 3.3% in Q2 2026, buying an estimated $9.32K and bringing the position to 1,269 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Wealthfront Advisers first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $368K in Q3 2025. 1,640 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Wealthfront Advisers held 1,269 shares of iShares Russell 1000 Value ETF worth $308K as of Q2 2026.
  • Wealthfront Advisers bought 40 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $9.32K.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #982 holding.
  • Wealthfront Advisers first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealthfront Advisers's iShares Russell 1000 Value ETF position peaked at $368K in Q3 2025.
  • 1,640 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.