AIA
IWD icon

AssuredPartners Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

AssuredPartners Investment Advisors’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 		$456K Buy
2,104
+76
+4% +$16.6K 0.05% 265
2025
Q4 		$427K Buy
2,028
+170
+9% +$35.1K 0.06% 234
2025
Q3 		$378K Hold
1,858
– – 0.08% 176
2025
Q2 		$361K Sell
1,858
-243
-12% -$45K 0.09% 167
2025
Q1 		$395K Sell
2,101
-21
-1% -$4K 0.08% 231
2024
Q4 		$393K Buy
+2,122
New +$407K 0.08% 236

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

AssuredPartners Investment Advisors's IWD Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 3.7% in Q1 2026, buying an estimated $16.6K and bringing the position to 2,104 shares worth $456K. The position accounts for 0.05% of the portfolio, ranked #265.

AssuredPartners Investment Advisors first reported a position in IWD in Q4 2024 and has held it in 6 quarters since. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • AssuredPartners Investment Advisors held 2,104 shares of iShares Russell 1000 Value ETF worth $456K as of Q1 2026.
  • AssuredPartners Investment Advisors bought 76 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $16.6K.
  • iShares Russell 1000 Value ETF made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #265 holding.
  • AssuredPartners Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.