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

Aberdeen 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 Q1	$42.7K	Hold	200	–	–	0.02%	161
2025 Q4	$42.1K	Hold	200	–	–	0.02%	160
2025 Q3	$40.7K	Hold	200	–	–	0.03%	150
2025 Q2	$38.8K	Buy	+200	New	+$37K	0.03%	150
2025 Q1	–	Sell	-200	Closed	-$37K	–	169
2024 Q4	$37K	Hold	200	–	–	0.03%	150
2024 Q3	$38K	Hold	200	–	–	0.03%	153
2024 Q2	$34.9K	Hold	200	–	–	0.02%	155
2024 Q1	$35.8K	Hold	200	–	–	0.02%	159
2023 Q4	$33K	Hold	200	–	–	0.02%	149
2023 Q3	$30.4K	Hold	200	–	–	0.02%	148
2023 Q2	$31.6K	Hold	200	–	–	0.02%	147
2023 Q1	$30.5K	Hold	200	–	–	0.02%	151
2022 Q4	$30.3K	Hold	200	–	–	0.02%	150
2022 Q3	$27K	Hold	200	–	–	0.02%	146
2022 Q2	$29K	Hold	200	–	–	0.02%	148
2022 Q1	$33K	Hold	200	–	–	0.02%	154
2021 Q4	$34K	Buy	+200	New	+$32.8K	0.02%	147
2021 Q2	–	Sell	-200	Closed	-$30K	–	139
2021 Q1	$30K	Hold	200	–	–	0.02%	137
2020 Q4	$27K	Hold	200	–	–	0.02%	143
2020 Q3	$24K	Buy	+200	New	+$23.7K	0.02%	126
2020 Q1	–	Sell	-200	Closed	-$27K	–	131
2019 Q4	$27K	Buy	+200	New	+$26.4K	0.02%	142

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Aberdeen Wealth Management's IWD Position: Q1 2026 in Review

Aberdeen Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 200 shares worth $42.7K. The position accounts for 0.02% of the portfolio, ranked #161.

Aberdeen Wealth Management first reported a position in IWD in Q4 2019 and has held it in 21 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Aberdeen Wealth Management held 200 shares of iShares Russell 1000 Value ETF worth $42.7K as of Q1 2026.
Aberdeen Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.02% of Aberdeen Wealth Management's portfolio in Q1 2026, its #161 holding.
Aberdeen Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 21 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.