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West Michigan Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

West Michigan 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 		$1.63M Sell
6,728
-161
-2% -$37.5K 0.31% 80
2026
Q1 		$1.47M Sell
6,889
-17
-0.2% -$3.72K 0.32% 79
2025
Q4 		$1.45M Buy
6,906
+2
+0% +$413 0.33% 82
2025
Q3 		$1.41M Buy
6,904
+2
+0% +$398 0.34% 83
2025
Q2 		$1.34M Sell
6,902
-74
-1% -$13.7K 0.38% 53
2025
Q1 		$1.31M Buy
6,976
+48
+0.7% +$9.14K 0.44% 50
2024
Q4 		$1.28M Buy
6,928
+95
+1% +$18.2K 0.39% 52
2024
Q3 		$1.3M Sell
6,833
-5
-0.1% -$911 0.39% 53
2024
Q2 		$1.19M Sell
6,838
-144
-2% -$25.2K 0.38% 49
2024
Q1 		$1.25M Sell
6,982
-298
-4% -$50.4K 0.41% 50
2023
Q4 		$1.2M Sell
7,280
-187
-3% -$28.9K 0.46% 49
2023
Q3 		$1.13M Buy
7,467
+25
+0.3% +$3.96K 0.61% 45
2023
Q2 		$1.17M Buy
7,442
+86
+1% +$13.1K 0.47% 61
2023
Q1 		$1.12M Buy
7,356
+220
+3% +$34K 0.64% 38
2022
Q4 		$1.08M Sell
7,136
-286
-4% -$42.8K 0.79% 31
2022
Q3 		$1.01M Buy
7,422
+50
+0.7% +$7.51K 0.88% 31
2022
Q2 		$1.07M Sell
7,372
-2,488
-25% -$389K 0.92% 30
2022
Q1 		$1.64M Buy
9,860
+537
+6% +$88.2K 1.11% 20
2021
Q4 		$1.57M Buy
+9,323
New +$1.53M 1.17% 16

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 22.96% 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

West Michigan Advisors's IWD Position: Q2 2026 in Review

West Michigan Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.3% in Q2 2026, selling an estimated $37.5K and leaving 6,728 shares worth $1.63M. The position accounts for 0.31% of the portfolio, ranked #80.

West Michigan Advisors first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q1 2022. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • West Michigan Advisors held 6,728 shares of iShares Russell 1000 Value ETF worth $1.63M as of Q2 2026.
  • West Michigan Advisors sold 161 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $37.5K.
  • iShares Russell 1000 Value ETF made up 0.31% of West Michigan Advisors's portfolio in Q2 2026, its #80 holding.
  • West Michigan Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's iShares Russell 1000 Value ETF position peaked at $1.64M in Q1 2022.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.