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

Windsor 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 Q1	$125K	Hold	586	–	–	0.1%	61
2025 Q4	$123K	Sell	586 -652	-53%	-$135K	0.11%	63
2025 Q3	$252K	Hold	1,238	–	–	0.22%	56
2025 Q2	$240K	Hold	1,238	–	–	0.34%	36
2025 Q1	$233K	Hold	1,238	–	–	0.3%	36
2024 Q4	$229K	Buy	1,238 +652	+111%	+$125K	0.27%	47
2024 Q3	$111K	Hold	586	–	–	0.13%	63
2024 Q2	$102K	Hold	586	–	–	0.21%	37
2024 Q1	$105K	Hold	586	–	–	0.3%	38
2023 Q4	$96.8K	Hold	586	–	–	0.29%	39
2023 Q3	$89K	Hold	586	–	–	0.21%	46
2023 Q2	$92.5K	Hold	586	–	–	0.23%	43
2023 Q1	$89.2K	Hold	586	–	–	0.21%	49
2022 Q4	$88.9K	Buy	+586	New	+$87.7K	0.24%	53

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

Windsor Advisory Group's IWD Position: Q1 2026 in Review

Windsor Advisory Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 586 shares worth $125K. The position accounts for 0.1% of the portfolio, ranked #61.

Windsor Advisory Group first reported a position in IWD in Q4 2022 and has held it in 14 quarters since. The position peaked at $252K in Q3 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Windsor Advisory Group held 586 shares of iShares Russell 1000 Value ETF worth $125K as of Q1 2026.
Windsor Advisory Group left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.1% of Windsor Advisory Group's portfolio in Q1 2026, its #61 holding.
Windsor Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 14 quarters since.
Windsor Advisory Group's iShares Russell 1000 Value ETF position peaked at $252K in Q3 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.