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

Accredited 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 		$14.3K Sell
30
-40
-57% -$7.96K 0.01% 227
2025
Q2 		$13.6K Hold
70
– – 0.01% 230
2025
Q1 		$13.2K Hold
70
– – 0.01% 217
2024
Q4 		$13K Buy
+70
New +$13.4K 0.01% 228

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 $374B AUM 17.66% 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

Accredited Wealth Management's IWD Position: Q3 2025 in Review

Accredited Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 57% in Q3 2025, selling an estimated $7.96K and leaving 30 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #227.

Accredited Wealth Management first reported a position in IWD in Q4 2024 and has held it in 4 quarters since. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

  • Accredited Wealth Management held 30 shares of iShares Russell 1000 Value ETF worth $14.3K as of Q3 2025.
  • Accredited Wealth Management sold 40 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $7.96K.
  • iShares Russell 1000 Value ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #227 holding.
  • Accredited Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.