Baker Tilly Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Baker Tilly Wealth Management’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 Q1	–	Sell	-1,567	Closed	-$290K	–	247
2024 Q4	$290K	Buy	+1,567	New	+$301K	0.11%	191
2023 Q3	–	Sell	-6,820	Closed	-$1.08M	–	514
2023 Q2	$1.08M	Buy	6,820 +7	+0.1%	+$1.07K	0.11%	190
2023 Q1	$1.04M	Buy	+6,813	New	+$1.05M	0.12%	191

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Baker Tilly Wealth Management's IWD Position: Q1 2025 in Review

Baker Tilly Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2025, closing a stake of 1,567 shares — an estimated $290K sold.

Baker Tilly Wealth Management first reported a position in IWD in Q1 2023 and held it in 3 quarters. The position peaked at $1.08M in Q2 2023. 1,719 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

Baker Tilly Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
Baker Tilly Wealth Management sold 1,567 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $290K.
Baker Tilly Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and held it in 3 quarters.
Baker Tilly Wealth Management's iShares Russell 1000 Value ETF position peaked at $1.08M in Q2 2023.
1,719 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.