Wilkerson Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wilkerson Advisory Group’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	$24K	Hold	99	–	–	0.01%	310
2026 Q1	$21.1K	Buy	99 +1	+1%	+$219	0.01%	296
2025 Q4	$20.7K	Buy	+98	New	+$20.2K	0.01%	236

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

Wilkerson Advisory Group's IWD Position: Q2 2026 in Review

Wilkerson Advisory Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 99 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #310.

Wilkerson Advisory Group first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Wilkerson Advisory Group held 99 shares of iShares Russell 1000 Value ETF worth $24K as of Q2 2026.
Wilkerson Advisory Group left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #310 holding.
Wilkerson Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.