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Arcadia Wealth Management (New Hampshire)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Arcadia Wealth Management (New Hampshire)’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 		$8.44M Sell
39,521
-15,928
-29% -$3.49M 3.06% 11
2025
Q4 		$11.7M Buy
55,449
+1,624
+3% +$335K 4.34% 6
2025
Q3 		$11M Buy
53,825
+5,313
+11% +$1.06M 4.35% 6
2025
Q2 		$9.42M Buy
48,512
+2,439
+5% +$452K 4.12% 6
2025
Q1 		$8.67M Buy
+46,073
New +$8.77M 4.28% 6

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

Arcadia Wealth Management (New Hampshire)'s IWD Position: Q1 2026 in Review

Arcadia Wealth Management (New Hampshire) reduced its iShares Russell 1000 Value ETF (IWD) stake by 29% in Q1 2026, selling an estimated $3.49M and leaving 39,521 shares worth $8.44M. The position accounts for 3.06% of the portfolio, ranked #11.

Arcadia Wealth Management (New Hampshire) first reported a position in IWD in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.7M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Arcadia Wealth Management (New Hampshire) held 39,521 shares of iShares Russell 1000 Value ETF worth $8.44M as of Q1 2026.
  • Arcadia Wealth Management (New Hampshire) sold 15,928 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $3.49M.
  • iShares Russell 1000 Value ETF made up 3.06% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q1 2026, its #11 holding.
  • Arcadia Wealth Management (New Hampshire) first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Arcadia Wealth Management (New Hampshire)'s iShares Russell 1000 Value ETF position peaked at $11.7M in Q4 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q1 2026, filed 27 Apr 2026.