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Adero Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Adero Partners’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
Q1 		$2.03M Buy
10,795
+1,348
+14% +$257K 0.13% 61
2024
Q4 		$1.75M Sell
9,447
-3
-0% -$575 0.11% 64
2024
Q3 		$1.79M Hold
9,450
– – 0.12% 64
2024
Q2 		$1.65M Buy
9,450
+184
+2% +$32.2K 0.12% 65
2024
Q1 		$1.66M Sell
9,266
-128
-1% -$21.7K 0.13% 64
2023
Q4 		$1.55M Buy
9,394
+128
+1% +$19.8K 0.13% 63
2023
Q3 		$1.41M Sell
9,266
-62
-0.7% -$9.83K 0.14% 64
2023
Q2 		$1.47M Hold
9,328
– – 0.15% 61
2023
Q1 		$1.42M Sell
9,328
-256
-3% -$39.5K 0.16% 60
2022
Q4 		$1.45M Sell
9,584
-54
-0.6% -$8.08K 0.18% 53
2022
Q3 		$1.4M Hold
9,638
– – 0.18% 52
2022
Q2 		$1.39M Buy
9,638
+524
+6% +$82K 0.2% 51
2022
Q1 		$1.51M Hold
9,114
– – 0.22% 49
2021
Q4 		$1.53M Hold
9,114
– – 0.25% 50
2021
Q3 		$1.43M Sell
9,114
-145
-2% -$23.2K 0.26% 48
2021
Q2 		$1.47M Sell
9,259
-216
-2% -$34.2K 0.34% 38
2021
Q1 		$1.44M Sell
9,475
-73
-0.8% -$10.6K 0.64% 32
2020
Q4 		$1.3M Sell
9,548
-423
-4% -$54.3K 1.12% 18
2020
Q3 		$1.18M Hold
9,971
– – 0.94% 23
2020
Q2 		$1.12M Sell
9,971
-490
-5% -$53.9K 1.17% 20
2020
Q1 		$1.04M Buy
10,461
+1,557
+17% +$194K 1.72% 14
2019
Q4 		$1.22M Buy
+8,904
New +$1.17M 1.36% 17

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Adero Partners's IWD Position: Q1 2025 in Review

Adero Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 14% in Q1 2025, buying an estimated $257K and bringing the position to 10,795 shares worth $2.03M. The position accounts for 0.13% of the portfolio, ranked #61.

Adero Partners first reported a position in IWD in Q4 2019 and has held it in 22 quarters since. 1,715 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

  • Adero Partners held 10,795 shares of iShares Russell 1000 Value ETF worth $2.03M as of Q1 2025.
  • Adero Partners bought 1,348 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $257K.
  • iShares Russell 1000 Value ETF made up 0.13% of Adero Partners's portfolio in Q1 2025, its #61 holding.
  • Adero Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 22 quarters since.
  • 1,715 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.