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Badgley Phelps Wealth Managers’s iShares Russell 1000 Value ETF IWD Stock Holding History

Badgley Phelps Wealth Managers’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 		$53.7M Sell
251,502
-32,778
-12% -$7.18M 1.07% 23
2025
Q4 		$59.8M Buy
284,280
+40,691
+17% +$8.41M 1.1% 23
2025
Q3 		$49.6M Sell
243,589
-522
-0.2% -$104K 1.04% 26
2025
Q2 		$47.4M Sell
244,111
-1,589
-0.6% -$294K 1.05% 26
2025
Q1 		$46.2M Sell
245,700
-80,346
-25% -$15.3M 1.12% 22
2024
Q4 		$60.4M Buy
326,046
+102,381
+46% +$19.6M 1.41% 18
2024
Q3 		$42.5M Buy
223,665
+2,953
+1% +$538K 0.99% 25
2024
Q2 		$38.5M Sell
220,712
-4,368
-2% -$764K 0.95% 27
2024
Q1 		$40.3M Sell
225,080
-117,664
-34% -$19.9M 1.01% 23
2023
Q4 		$56.6M Buy
342,744
+164,258
+92% +$25.4M 1.54% 13
2023
Q3 		$27.1M Buy
178,486
+10,965
+7% +$1.74M 0.92% 32
2023
Q2 		$26.4M Buy
167,521
+4,668
+3% +$714K 0.87% 35
2023
Q1 		$24.8M Sell
162,853
-14,055
-8% -$2.17M 0.91% 32
2022
Q4 		$26.8M Buy
176,908
+23,925
+16% +$3.58M 1.07% 29
2022
Q3 		$20.8M Buy
152,983
+4,417
+3% +$664K 0.89% 33
2022
Q2 		$21.5M Buy
148,566
+848
+0.6% +$133K 0.89% 36
2022
Q1 		$24.5M Sell
147,718
-19,024
-11% -$3.12M 0.85% 38
2021
Q4 		$28M Buy
166,742
+24,568
+17% +$4.03M 0.91% 32
2021
Q3 		$22.3M Buy
+142,174
New +$22.8M 0.81% 39

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

Badgley Phelps Wealth Managers's IWD Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q1 2026, selling an estimated $7.18M and leaving 251,502 shares worth $53.7M. The position accounts for 1.07% of the portfolio, ranked #23.

Badgley Phelps Wealth Managers first reported a position in IWD in Q3 2021 and has held it in 19 quarters since. The position peaked at $60.4M in Q4 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Badgley Phelps Wealth Managers held 251,502 shares of iShares Russell 1000 Value ETF worth $53.7M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 32,778 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $7.18M.
  • iShares Russell 1000 Value ETF made up 1.07% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #23 holding.
  • Badgley Phelps Wealth Managers first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's iShares Russell 1000 Value ETF position peaked at $60.4M in Q4 2024.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.