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Aveo Capital Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Aveo Capital 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
2025
Q2 		– Sell
-1,721
Closed -$317K – 83
2025
Q1 		$317K Sell
1,721
-1,867
-52% -$356K 0.05% 140
2024
Q4 		$664K Buy
3,588
+98
+3% +$18.8K 0.07% 168
2024
Q3 		$662K Sell
3,490
-22,664
-87% -$4.13M 0.07% 170
2024
Q2 		$4.56M Buy
26,154
+23,758
+992% +$4.15M 0.52% 58
2024
Q1 		$415K Buy
+2,396
New +$405K 0.05% 243
2022
Q2 		– Sell
-1,542
Closed -$256K – 282
2022
Q1 		$256K Buy
1,542
+63
+4% +$10.3K 0.05% 240
2021
Q4 		$248K Buy
+1,479
New +$242K 0.04% 246
2021
Q3 		– Sell
-32,790
Closed -$5.2M – 269
2021
Q2 		$5.2M Buy
+32,790
New +$5.19M 1.15% 15
2019
Q4 		– Sell
-22,785
Closed -$3.02M – 193
2019
Q3 		$3.02M Buy
+22,785
New +$2.9M 1.25% 22
2018
Q1 		– Sell
-62,944
Closed -$7.83M – 150
2017
Q4 		$7.83M Sell
62,944
-1,675
-3% -$203K 2.6% 7
2017
Q3 		$7.66M Sell
64,619
-3,352
-5% -$391K 2.64% 7
2017
Q2 		$7.91M Sell
67,971
-616
-0.9% -$70.9K 2.79% 7
2017
Q1 		$7.88M Sell
68,587
-5,337
-7% -$612K 2.89% 7
2016
Q4 		$8.28M Buy
+73,924
New +$7.99M 2.36% 9

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aveo Capital Partners's IWD Position: Q2 2025 in Review

Aveo Capital Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 1,721 shares — an estimated $317K sold.

Aveo Capital Partners first reported a position in IWD in Q4 2016 and held it in 14 quarters. The position peaked at $8.28M in Q4 2016. 1,735 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

  • Aveo Capital Partners reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 1,721 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $317K.
  • Aveo Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and held it in 14 quarters.
  • Aveo Capital Partners's iShares Russell 1000 Value ETF position peaked at $8.28M in Q4 2016.
  • 1,735 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.