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

Alpha Financial 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
2026 Q1	$247K	Sell	1,154 -27	-2%	-$5.91K	0.15%	87
2025 Q4	$248K	Buy	1,181 +6	+0.5%	+$1.24K	0.15%	83
2025 Q3	$239K	Sell	1,175 -5	-0.4%	-$995	0.16%	74
2025 Q2	$229K	Sell	1,180 -31	-3%	-$5.74K	0.17%	78
2025 Q1	$228K	Sell	1,211 -5	-0.4%	-$952	0.18%	73
2024 Q4	$225K	Buy	+1,216	New	+$233K	0.18%	72
2024 Q3	–	Sell	-1,193	Closed	-$208K	–	126
2024 Q2	$208K	Buy	+1,193	New	+$209K	0.18%	69

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Alpha Financial Partners's IWD Position: Q1 2026 in Review

Alpha Financial Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.3% in Q1 2026, selling an estimated $5.91K and leaving 1,154 shares worth $247K. The position accounts for 0.15% of the portfolio, ranked #87.

Alpha Financial Partners first reported a position in IWD in Q2 2024 and has held it in 7 quarters since. The position peaked at $248K in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Alpha Financial Partners held 1,154 shares of iShares Russell 1000 Value ETF worth $247K as of Q1 2026.
Alpha Financial Partners sold 27 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $5.91K.
iShares Russell 1000 Value ETF made up 0.15% of Alpha Financial Partners's portfolio in Q1 2026, its #87 holding.
Alpha Financial Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 7 quarters since.
Alpha Financial Partners's iShares Russell 1000 Value ETF position peaked at $248K in Q4 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.