IWD iShares Russell 1000 Value ETF

Ownership history in FLAGSTAR ADVISORS INC  ·  18 quarters on record

This page tracks every 13F SEC filing in which FLAGSTAR ADVISORS INC reported a position in iShares Russell 1000 Value ETF (IWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.13% (2021 Q3)
Avg. % of fund
1.96%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 16,887 -4,256 -20.1% 1.19% $3.6M $209.54
2025 Q3 REDUCED 21,143 -875 -4.0% 1.32% $4.3M $201.84
2025 Q2 REDUCED 22,018 -5,067 -18.7% 1.18% $4.3M $191.71
2025 Q1 REDUCED 27,085 -2,149 -7.4% 1.30% $5.1M $184.90
2024 Q4 ADDED 29,234 +1,039 +3.7% 1.35% $5.4M $181.15
2024 Q3 ADDED 28,195 +49 +0.2% 1.36% $5.4M $184.76
2024 Q2 REDUCED 28,146 -770 -2.7% 1.35% $4.9M $168.92
2024 Q1 ADDED 28,916 +4,000 +16.1% 1.44% $5.2M $172.73
2023 Q4 REDUCED 24,916 -2,010 -7.5% 1.30% $4.1M $158.67
2023 Q3 REDUCED 26,926 -5,338 -16.5% 1.56% $4.1M $144.92
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWD price (monthly, adj. close)
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