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49 Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

49 Wealth Management’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 		$2.91M Buy
+11,983
New +$2.79M 0.55% 44
2025
Q1 		– Sell
-2,721
Closed -$504K – 199
2024
Q4 		$504K Buy
+2,721
New +$522K 0.07% 84

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

49 Wealth Management's IWD Position: Q2 2026 in Review

49 Wealth Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 11,983 shares worth $2.91M. The stake represents 0.55% of the portfolio and ranks #44 among its holdings. This is a return to the name: 49 Wealth Management previously reported a position in IWD as recently as Q4 2024.

49 Wealth Management first reported a position in IWD in Q4 2024 and has held it in 2 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • 49 Wealth Management held 11,983 shares of iShares Russell 1000 Value ETF worth $2.91M as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new 49 Wealth Management position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.55% of 49 Wealth Management's portfolio in Q2 2026, its #44 holding.
  • 49 Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.