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

Auxano 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	$735K	Hold	3,442	–	–	0.15%	103
2025 Q4	$724K	Hold	3,442	–	–	0.14%	92
2025 Q3	$701K	Hold	3,442	–	–	0.15%	81
2025 Q2	$669K	Hold	3,442	–	–	0.16%	83
2025 Q1	$648K	Hold	3,442	–	–	0.17%	84
2024 Q4	$637K	Hold	3,442	–	–	0.16%	84
2024 Q3	$653K	Hold	3,442	–	–	0.17%	89
2024 Q2	$601K	Sell	3,442 -11	-0.3%	-$1.92K	0.17%	87
2024 Q1	$618K	Buy	3,453 +11	+0.3%	+$1.86K	0.18%	86
2023 Q4	$569K	Hold	3,442	–	–	0.19%	79
2023 Q3	$523K	Hold	3,442	–	–	0.21%	63
2023 Q2	$524K	Hold	3,442	–	–	0.21%	62
2023 Q1	$524K	Hold	3,442	–	–	0.21%	62
2022 Q4	$522K	Hold	3,442	–	–	0.24%	59
2022 Q3	$468K	Buy	+3,442	New	+$517K	0.22%	59

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

Auxano Advisors's IWD Position: Q1 2026 in Review

Auxano Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 3,442 shares worth $735K. The position accounts for 0.15% of the portfolio, ranked #103.

Auxano Advisors first reported a position in IWD in Q3 2022 and has held it in 15 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Auxano Advisors held 3,442 shares of iShares Russell 1000 Value ETF worth $735K as of Q1 2026.
Auxano Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.15% of Auxano Advisors's portfolio in Q1 2026, its #103 holding.
Auxano Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and has held it in 15 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.