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ABLE Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

ABLE Financial Group’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 		$821K Sell
3,842
-102
-3% -$22.3K 0.16% 103
2025
Q4 		$830K Sell
3,944
-122
-3% -$25.2K 0.17% 94
2025
Q3 		$828K Sell
4,066
-134
-3% -$26.7K 0.18% 88
2025
Q2 		$816K Sell
4,200
-690
-14% -$128K 0.2% 90
2025
Q1 		$920K Sell
4,890
-1,298
-21% -$247K 0.26% 71
2024
Q4 		$1.15M Sell
6,188
-5,869
-49% -$1.13M 0.34% 58
2024
Q3 		$2.29M Buy
12,057
+235
+2% +$42.8K 0.71% 32
2024
Q2 		$2.06M Buy
11,822
+771
+7% +$135K 0.75% 29
2024
Q1 		$1.98M Sell
11,051
-714
-6% -$121K 0.78% 31
2023
Q4 		$1.94M Buy
11,765
+3,475
+42% +$537K 0.84% 29
2023
Q3 		$1.26M Buy
8,290
+934
+13% +$148K 0.63% 27
2023
Q2 		$1.16M Buy
7,356
+2,445
+50% +$374K 0.6% 35
2023
Q1 		$748K Buy
+4,911
New +$758K 0.49% 45

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

ABLE Financial Group's IWD Position: Q1 2026 in Review

ABLE Financial Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.6% in Q1 2026, selling an estimated $22.3K and leaving 3,842 shares worth $821K. The position accounts for 0.16% of the portfolio, ranked #103.

ABLE Financial Group first reported a position in IWD in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.29M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • ABLE Financial Group held 3,842 shares of iShares Russell 1000 Value ETF worth $821K as of Q1 2026.
  • ABLE Financial Group sold 102 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $22.3K.
  • iShares Russell 1000 Value ETF made up 0.16% of ABLE Financial Group's portfolio in Q1 2026, its #103 holding.
  • ABLE Financial Group first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 13 quarters since.
  • ABLE Financial Group's iShares Russell 1000 Value ETF position peaked at $2.29M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.