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Alpha Cubed Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

Alpha Cubed Investments’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
Q4 		$261K Sell
1,241
-6
-0.5% -$1.24K 0.01% 247
2025
Q3 		$254K Sell
1,247
-222
-15% -$44.2K 0.01% 246
2025
Q2 		$285K Sell
1,469
-221
-13% -$40.9K 0.01% 235
2025
Q1 		$318K Sell
1,690
-752
-31% -$143K 0.01% 219
2024
Q4 		$452K Sell
2,442
-4
-0.2% -$767 0.02% 162
2024
Q3 		$464K Buy
2,446
+112
+5% +$20.4K 0.02% 162
2024
Q2 		$407K Sell
2,334
-366
-14% -$64K 0.02% 174
2024
Q1 		$484K Buy
2,700
+466
+21% +$78.8K 0.03% 155
2023
Q4 		$369K Buy
2,234
+865
+63% +$134K 0.02% 178
2023
Q3 		$208K Sell
1,369
-1,235
-47% -$196K 0.01% 236
2023
Q2 		$411K Hold
2,604
– – 0.03% 161
2023
Q1 		$396K Buy
2,604
+110
+4% +$17K 0.03% 168
2022
Q4 		$378K Buy
+2,494
New +$373K 0.03% 193
2022
Q2 		– Sell
-1,259
Closed -$209K – 331
2022
Q1 		$209K Sell
1,259
-53
-4% -$8.7K 0.01% 309
2021
Q4 		$220K Hold
1,312
– – 0.01% 253
2021
Q3 		$205K Sell
1,312
-52
-4% -$8.34K 0.02% 247
2021
Q2 		$216K Buy
1,364
+31
+2% +$4.91K 0.02% 246
2021
Q1 		$202K Buy
+1,333
New +$193K 0.02% 247
2020
Q1 		– Sell
-3,280
Closed -$448K – 240
2019
Q4 		$448K Buy
3,280
+1,154
+54% +$152K 0.05% 152
2019
Q3 		$273K Buy
2,126
+252
+13% +$32K 0.03% 197
2019
Q2 		$238K Sell
1,874
-784
-29% -$98.1K 0.03% 213
2019
Q1 		$328K Buy
2,658
+460
+21% +$55.3K 0.04% 164
2018
Q4 		$244K Buy
2,198
+6
+0.3% +$719 0.04% 177
2018
Q3 		$268K Buy
2,192
+70
+3% +$8.79K 0.03% 251
2018
Q2 		$258K Buy
2,122
+47
+2% +$5.71K 0.03% 187
2018
Q1 		$249K Buy
+2,075
New +$259K 0.03% 192
2017
Q2 		– Sell
-2,478
Closed -$285K – 213
2017
Q1 		$285K Buy
+2,478
New +$284K 0.06% 151

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Alpha Cubed Investments's IWD Position: Q4 2025 in Review

Alpha Cubed Investments reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.48% in Q4 2025, selling an estimated $1.24K and leaving 1,241 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #247.

Alpha Cubed Investments first reported a position in IWD in Q1 2017 and has held it in 27 quarters since. The position peaked at $484K in Q1 2024. 1,910 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

  • Alpha Cubed Investments held 1,241 shares of iShares Russell 1000 Value ETF worth $261K as of Q4 2025.
  • Alpha Cubed Investments sold 6 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $1.24K.
  • iShares Russell 1000 Value ETF made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #247 holding.
  • Alpha Cubed Investments first reported a position in iShares Russell 1000 Value ETF in Q1 2017 and has held it in 27 quarters since.
  • Alpha Cubed Investments's iShares Russell 1000 Value ETF position peaked at $484K in Q1 2024.
  • 1,910 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.