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

AllSquare 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	$4.07K	Hold	20	–	–	﹤0.01%	438
2025 Q2	$3.88K	Hold	20	–	–	﹤0.01%	442
2025 Q1	$3.76K	Hold	20	–	–	﹤0.01%	444
2024 Q4	$3.7K	Hold	20	–	–	﹤0.01%	443
2024 Q3	$3.8K	Hold	20	–	–	﹤0.01%	444
2024 Q2	$3.49K	Hold	20	–	–	﹤0.01%	442
2024 Q1	$3.58K	Hold	20	–	–	﹤0.01%	443
2023 Q4	$3.31K	Hold	20	–	–	﹤0.01%	446
2023 Q3	$3.04K	Buy	+20	New	+$3.17K	﹤0.01%	450

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

AllSquare Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2025 at 20 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

AllSquare Wealth Management first reported a position in IWD in Q3 2023 and has held it in 9 quarters since. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

AllSquare Wealth Management held 20 shares of iShares Russell 1000 Value ETF worth $4.07K as of Q3 2025.
AllSquare Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q3 2025.
iShares Russell 1000 Value ETF made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #438 holding.
AllSquare Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 9 quarters since.
1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.