Autumn Glory Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Autumn Glory 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	$3.05M	Hold	14,259	–	–	1.12%	19
2025 Q4	$3M	Hold	14,259	–	–	1.05%	21
2025 Q3	$2.9M	Buy	14,259 +31	+0.2%	+$6.17K	1.19%	20
2025 Q2	$2.76M	Sell	14,228 -31	-0.2%	-$5.74K	1.29%	18
2025 Q1	$2.68M	Sell	14,259 -294	-2%	-$56K	1.33%	17
2024 Q4	$2.69M	Hold	14,553	–	–	1.32%	17
2024 Q3	$2.76M	Hold	14,553	–	–	1.06%	23
2024 Q2	$2.54M	Hold	14,553	–	–	1.3%	17
2024 Q1	$2.61M	Hold	14,553	–	–	1.28%	20
2023 Q4	$2.37M	Hold	14,553	–	–	1.35%	17
2023 Q3	$2.21M	Buy	14,553 +34	+0.2%	+$5.39K	1.35%	21
2023 Q2	$2.29M	Sell	14,519 -129	-0.9%	-$19.7K	1.68%	14
2023 Q1	$2.23M	Hold	14,648	–	–	1.91%	16
2022 Q4	$2.22M	Hold	14,648	–	–	1.19%	24
2022 Q3	$1.99M	Hold	14,648	–	–	1.34%	21
2022 Q2	$2.12M	Sell	14,648 -11	-0.1%	-$1.72K	1.57%	17
2022 Q1	$2.43M	Hold	14,659	–	–	1.41%	16
2021 Q4	$2.46M	Buy	+14,659	New	+$2.4M	1.03%	28

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

Autumn Glory Partners's IWD Position: Q1 2026 in Review

Autumn Glory Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 14,259 shares worth $3.05M. The position accounts for 1.12% of the portfolio, ranked #19.

Autumn Glory Partners first reported a position in IWD in Q4 2021 and has held it in 18 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Autumn Glory Partners held 14,259 shares of iShares Russell 1000 Value ETF worth $3.05M as of Q1 2026.
Autumn Glory Partners left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 1.12% of Autumn Glory Partners's portfolio in Q1 2026, its #19 holding.
Autumn Glory Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 18 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.