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

Apollon 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
2026
Q1 		$3.33M Sell
15,564
-1,081
-6% -$237K 0.05% 281
2025
Q4 		$3.5M Buy
16,645
+2,905
+21% +$600K 0.06% 263
2025
Q3 		$2.8M Buy
13,740
+55
+0.4% +$10.9K 0.05% 312
2025
Q2 		$2.66M Buy
13,685
+106
+0.8% +$19.6K 0.05% 297
2025
Q1 		$2.56M Sell
13,579
-204
-1% -$38.9K 0.06% 281
2024
Q4 		$2.55M Buy
13,783
+1,498
+12% +$287K 0.06% 295
2024
Q3 		$2.33M Buy
12,285
+12
+0.1% +$2.19K 0.07% 270
2024
Q2 		$2.14M Buy
12,273
+9
+0.1% +$1.57K 0.07% 270
2024
Q1 		$2.2M Buy
12,264
+2,088
+21% +$353K 0.07% 264
2023
Q4 		$1.68M Buy
10,176
+4,881
+92% +$754K 0.06% 307
2023
Q3 		$804K Sell
5,295
-4,079
-44% -$647K 0.04% 421
2023
Q2 		$1.48M Buy
9,374
+3,782
+68% +$578K 0.07% 283
2023
Q1 		$851K Sell
5,592
-948
-14% -$146K 0.05% 375
2022
Q4 		$992K Sell
6,540
-4,724
-42% -$707K 0.07% 299
2022
Q3 		$1.53M Buy
11,264
+2,420
+27% +$364K 0.13% 174
2022
Q2 		$1.28M Buy
8,844
+392
+5% +$61.3K 0.11% 213
2022
Q1 		$1.4M Buy
8,452
+1,978
+31% +$325K 0.1% 210
2021
Q4 		$1.09M Buy
6,474
+2,088
+48% +$342K 0.08% 260
2021
Q3 		$687K Buy
4,386
+405
+10% +$64.9K 0.09% 205
2021
Q2 		$632K Buy
3,981
+192
+5% +$30.4K 0.11% 188
2021
Q1 		$574K Buy
3,789
+941
+33% +$136K 0.11% 184
2020
Q4 		$389K Buy
+2,848
New +$365K 0.11% 137
2020
Q3 		– Sell
-453
Closed -$51K – 419
2020
Q2 		$51K Buy
+453
New +$49.8K 0.03% 247
2019
Q3 		– Sell
-461
Closed -$59K – 87
2019
Q2 		$59K Buy
+461
New +$57.7K 0.07% 91

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Apollon Wealth Management's IWD Position: Q1 2026 in Review

Apollon Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 6.5% in Q1 2026, selling an estimated $237K and leaving 15,564 shares worth $3.33M. The position accounts for 0.05% of the portfolio, ranked #281.

Apollon Wealth Management first reported a position in IWD in Q2 2019 and has held it in 24 quarters since. The position peaked at $3.5M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Apollon Wealth Management held 15,564 shares of iShares Russell 1000 Value ETF worth $3.33M as of Q1 2026.
  • Apollon Wealth Management sold 1,081 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $237K.
  • iShares Russell 1000 Value ETF made up 0.05% of Apollon Wealth Management's portfolio in Q1 2026, its #281 holding.
  • Apollon Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2019 and has held it in 24 quarters since.
  • Apollon Wealth Management's iShares Russell 1000 Value ETF position peaked at $3.5M in Q4 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.