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

Ausdal 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 		$8.66M Buy
40,523
+605
+2% +$132K 0.38% 53
2025
Q4 		$8.4M Sell
39,918
-786
-2% -$162K 0.39% 56
2025
Q3 		$8.29M Buy
40,704
+61
+0.2% +$12.1K 0.4% 50
2025
Q2 		$7.89M Sell
40,643
-318
-0.8% -$58.9K 0.53% 36
2025
Q1 		$7.71M Sell
40,961
-2,157
-5% -$411K 0.58% 31
2024
Q4 		$7.98M Buy
43,118
+261
+0.6% +$50.1K 0.69% 32
2024
Q3 		$8.13M Buy
+42,857
New +$7.81M 0.84% 19
2023
Q2 		– Sell
-50,152
Closed -$7.64M – 449
2023
Q1 		$7.64M Sell
50,152
-661
-1% -$102K 1.05% 14
2022
Q4 		$7.71M Sell
50,813
-1,460
-3% -$219K 1.12% 11
2022
Q3 		$7.11M Sell
52,273
-181
-0.3% -$27.2K 1.12% 15
2022
Q2 		$7.6M Buy
52,454
+6,406
+14% +$1M 1.15% 13
2022
Q1 		$7.64M Buy
+46,048
New +$7.56M 1.04% 16
2019
Q2 		– Sell
-42,608
Closed -$5.26M – 309
2019
Q1 		$5.26M Buy
42,608
+660
+2% +$79.3K 2.14% 7
2018
Q4 		$4.66M Buy
41,948
+38,635
+1,166% +$4.63M 2.27% 8
2018
Q3 		$419K Sell
3,313
-324
-9% -$40.7K 0.12% 218
2018
Q2 		$441K Buy
3,637
+70
+2% +$8.51K 0.14% 212
2018
Q1 		$428K Sell
3,567
-100
-3% -$12.5K 0.15% 196
2017
Q4 		$456K Buy
3,667
+125
+4% +$15.1K 0.16% 190
2017
Q3 		$420K Sell
3,542
-205
-5% -$23.9K 0.17% 173
2017
Q2 		$436K Sell
3,747
-826
-18% -$95.1K 0.19% 155
2017
Q1 		$526K Sell
4,573
-103
-2% -$11.8K 0.24% 110
2016
Q4 		$524K Buy
4,676
+10
+0.2% +$1.08K 0.25% 109
2016
Q3 		$493K Sell
4,666
-89
-2% -$9.38K 0.25% 113
2016
Q2 		$491K Sell
4,755
-27
-0.6% -$2.73K 0.25% 103
2016
Q1 		$473K Sell
4,782
-390
-8% -$36.5K 0.27% 104
2015
Q4 		$506K Buy
+5,172
New +$513K 0.26% 94

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

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

Ausdal Financial Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 1.5% in Q1 2026, buying an estimated $132K and bringing the position to 40,523 shares worth $8.66M. The position accounts for 0.38% of the portfolio, ranked #53.

Ausdal Financial Partners first reported a position in IWD in Q4 2015 and has held it in 26 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Ausdal Financial Partners held 40,523 shares of iShares Russell 1000 Value ETF worth $8.66M as of Q1 2026.
  • Ausdal Financial Partners bought 605 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $132K.
  • iShares Russell 1000 Value ETF made up 0.38% of Ausdal Financial Partners's portfolio in Q1 2026, its #53 holding.
  • Ausdal Financial Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 26 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.