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World Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

World Investment 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 		$2.65M Sell
12,011
-558
-4% -$130K 0.04% 407
2026
Q1 		$2.69M Sell
12,569
-6,713
-35% -$1.47M 0.04% 405
2025
Q4 		$4.06M Buy
19,282
+9,969
+107% +$2.06M 0.07% 303
2025
Q3 		$1.9M Buy
9,313
+1,065
+13% +$212K 0.04% 409
2025
Q2 		$1.6M Buy
8,248
+130
+2% +$24.1K 0.04% 417
2025
Q1 		$1.53M Sell
8,118
-41
-0.5% -$7.81K 0.04% 401
2024
Q4 		$1.51M Buy
8,159
+2,355
+41% +$452K 0.04% 386
2024
Q3 		$1.1M Sell
5,804
-1,555
-21% -$283K 0.03% 402
2024
Q2 		$1.28M Buy
7,359
+4,821
+190% +$843K 0.08% 228
2024
Q1 		$454K Sell
2,538
-4,548
-64% -$770K 0.07% 231
2023
Q4 		$1.17M Buy
7,086
+717
+11% +$111K 0.15% 129
2023
Q3 		$973K Sell
6,369
-192
-3% -$30.5K 0.19% 94
2023
Q2 		$1.04M Buy
6,561
+40
+0.6% +$6.12K 0.2% 86
2023
Q1 		$993K Buy
6,521
+1,126
+21% +$174K 0.21% 82
2022
Q4 		$818K Sell
5,395
-20
-0.4% -$2.99K 0.19% 88
2022
Q3 		$736K Hold
5,415
– – 0.17% 99
2022
Q2 		$837K Sell
5,415
-1,163
-18% -$182K 0.18% 96
2022
Q1 		$1.09M Sell
6,578
-3,508
-35% -$576K 0.23% 77
2021
Q4 		$1.67M Buy
10,086
+1,243
+14% +$204K 0.35% 51
2021
Q3 		$1.38M Buy
8,843
+174
+2% +$27.9K 0.31% 55
2021
Q2 		$1.38M Buy
8,669
+286
+3% +$45.3K 0.31% 56
2021
Q1 		$1.33M Buy
8,383
+988
+13% +$143K 0.32% 56
2020
Q4 		$1.07M Buy
7,395
+2,610
+55% +$335K 0.27% 67
2020
Q3 		$565K Buy
4,785
+1
+0% +$119 0.19% 78
2020
Q2 		$584K Buy
4,784
+43
+0.9% +$4.73K 0.2% 74
2020
Q1 		$470K Sell
4,741
-55
-1% -$6.86K 0.22% 72
2019
Q4 		$655K Sell
4,796
-62
-1% -$8.17K 0.26% 60
2019
Q3 		$623K Sell
4,858
-205
-4% -$26.1K 0.27% 55
2019
Q2 		$639K Sell
5,063
-269
-5% -$33.7K 0.28% 49
2019
Q1 		$658K Buy
5,332
+1,510
+40% +$181K 0.3% 48
2018
Q4 		$463K Buy
+3,822
New +$458K 0.21% 74

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

World Investment Advisors's IWD Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.4% in Q2 2026, selling an estimated $130K and leaving 12,011 shares worth $2.65M. The position accounts for 0.04% of the portfolio, ranked #407.

World Investment Advisors first reported a position in IWD in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.06M in Q4 2025. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • World Investment Advisors held 12,011 shares of iShares Russell 1000 Value ETF worth $2.65M as of Q2 2026.
  • World Investment Advisors sold 558 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $130K.
  • iShares Russell 1000 Value ETF made up 0.04% of World Investment Advisors's portfolio in Q2 2026, its #407 holding.
  • World Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • World Investment Advisors's iShares Russell 1000 Value ETF position peaked at $4.06M in Q4 2025.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.