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

Abich Financial 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
2025
Q3 		$406K Buy
+1,995
New +$397K 0.14% 52
2024
Q3 		$11K Sell
58
-1,744
-97% -$318K 0.02% 190
2024
Q2 		$314K Sell
1,802
-2,537
-58% -$444K 0.21% 19
2024
Q1 		$777K Buy
4,339
+3,762
+652% +$637K 0.6% 10
2023
Q4 		$95.3K Buy
+577
New +$89.1K 0.09% 46

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Abich Financial Wealth Management's IWD Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2025: 1,995 shares worth $406K. The stake represents 0.14% of the portfolio and ranks #52 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in IWD as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in IWD in Q4 2023 and has held it in 5 quarters since. The position peaked at $777K in Q1 2024. 1,752 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

  • Abich Financial Wealth Management held 1,995 shares of iShares Russell 1000 Value ETF worth $406K as of Q3 2025.
  • iShares Russell 1000 Value ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares Russell 1000 Value ETF made up 0.14% of Abich Financial Wealth Management's portfolio in Q3 2025, its #52 holding.
  • Abich Financial Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 5 quarters since.
  • Abich Financial Wealth Management's iShares Russell 1000 Value ETF position peaked at $777K in Q1 2024.
  • 1,752 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.