How many shares of IWD does Private Advisor Group, LLC own?

As of 2026-Q2, Private Advisor Group, LLC holds 309,791 shares of IWD (ISHARES TR RUSSELL 1000 VALUE INDEX FUND).

What is Private Advisor Group, LLC's IWD position worth?

As of 2026-Q2, Private Advisor Group, LLC's IWD position is worth $75.1M.

Is Private Advisor Group, LLC buying or selling IWD?

In 2026-Q2, Private Advisor Group, LLC decreased their IWD position (-7.2% change in shares).

When did Private Advisor Group, LLC first buy IWD?

Based on available 13F filings, Private Advisor Group, LLC first reported a position in IWD in 2019-Q1. They have held the position across 30 quarters.

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Private Advisor Group, LLC

IWD
30 quarters

Position history for Private Advisor Group, LLC's holdings in ISHARES TR RUSSELL 1000 VALUE INDEX FUND

Current Value

$75.1M

Current Shares

309,791

Total Value Change

+$44.9M

Total Shares Change

+65,247

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	309,791	-7.2%	$75.1M	0.3%	$242.43	0
2026-Q1	Decreased	333,796	-0.8%	$71.3M	0.3%	$222.27	0
2025-Q4	Increased	336,342	+0.7%	$70.7M	0.3%	$211.94	36
2025-Q3	Increased	333,868	+1.4%	$68M	0.3%	$202.24	36
2025-Q2	Increased	329,246	+2.2%	$63.9M	0.3%	$191.58	36
2025-Q1	Increased	322,231	+2.3%	$60.6M	0.4%	$183.74	36
2024-Q4	Decreased	314,886	-3.4%	$58.3M	0.3%	$181.36	0
2024-Q3	Decreased	325,853	-0.9%	$61.8M	0.4%	$184.97	0
2024-Q2	Increased	328,896	+0.7%	$57.4M	0.4%	$169.57	35
2024-Q1	Decreased	326,779	-1.5%	$58.5M	0.4%	$173.38	0
2023-Q4	Decreased	331,639	-2.8%	$54.8M	0.4%	$159.27	0
2023-Q3	Increased	341,300	+1.2%	$51.8M	0.5%	$145.47	35
2023-Q2	Decreased	337,270	-0.5%	$53.6M	0.5%	$149.02	0
2023-Q1	Increased	338,908	+1.3%	$51.6M	0.5%	$142.61	35
2022-Q4	Increased	334,423	+6.4%	$8.8M	0.4%	$143.05	35
2022-Q3	Decreased	314,286	-12.3%	$42.7M	0.5%	$128.83	0
2022-Q2	Decreased	358,298	-9.2%	$51.9M	0.5%	$135.92	0
2022-Q1	Increased	394,689	+3.4%	$65.5M	0.5%	$156.21	43
2021-Q4	Decreased	381,712	-18.8%	$64.1M	0.5%	$155.10	0
2021-Q3	Increased	470,073	+29.0%	$73.6M	0.5%	$146.13	44
2021-Q2	Decreased	364,386	-1.1%	$57.8M	0.5%	$144.62	0
2021-Q1	Decreased	368,467	-2.3%	$55.8M	0.5%	$138.64	0
2020-Q4	Increased	376,938	+2.7%	$51.5M	0.5%	$123.15	42
2020-Q3	Increased	367,096	+2.0%	$42.7M	0.6%	$105.97	42
2020-Q2	Decreased	359,734	-3.7%	$40.5M	0.6%	$100.03	0
2020-Q1	Increased	373,467	+6.0%	$37M	0.7%	$90.18	43
2019-Q4	Decreased	352,463	-0.2%	$48.1M	0.7%	$120.46	0
2019-Q3	Increased	353,023	+44.4%	$45.4M	0.7%	$112.30	56
2019-Q2	Increased	244,554	0.0%	$31.1M	0.6%	$110.94	40
2019-Q1	New	244,544	-	$30.2M	0.6%	$107.08	56

Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

IWD30 quarters

IWD
30 quarters