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IWDIWD
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Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES TR RUSSELL 1000 VALUE INDEX FUND

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 494,171 shares of IWD (ISHARES TR RUSSELL 1000 VALUE INDEX FUND), worth $122M as of 2026-Q2. The position was decreased (-0.7% shares). IWD represents 0.2% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$122M

Current Shares

494,171

Total Value Change

-$3.7M

Total Shares Change

-167,899

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
494,171
-0.7%
$122M0.2%$242.43
0
2026-Q1
Decreased
497,878
-23.6%
$107.3M0.2%$222.27
0
2025-Q4
Increased
652,027
+0.3%
$141.2M0.2%$211.94
36
2025-Q3
Decreased
650,121
-5.0%
$133M0.2%$202.24
0
2025-Q2
Decreased
684,004
-1.7%
$135M0.2%$191.58
0
2025-Q1
Increased
695,968
+3.6%
$131M0.3%$183.74
37
2024-Q4
Increased
671,674
+1.4%
$124.3M0.2%$181.36
36
2024-Q3
Decreased
662,070
-0.7%
$125.7M0.3%$184.97
0

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

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