Barnes Pettey Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Barnes Pettey Financial 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	–	Sell	-1,223	Closed	-$257K	–	161
2025 Q4	$257K	Hold	1,223	–	–	0.13%	124
2025 Q3	$249K	Hold	1,223	–	–	0.14%	114
2025 Q2	$238K	Hold	1,223	–	–	0.16%	96
2025 Q1	$230K	Hold	1,223	–	–	0.18%	91
2024 Q4	$226K	Hold	1,223	–	–	0.17%	90
2024 Q3	$232K	Hold	1,223	–	–	0.19%	89
2024 Q2	$213K	Hold	1,223	–	–	0.18%	92
2024 Q1	$219K	Buy	+1,223	New	+$207K	0.19%	87

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

Barnes Pettey Financial Advisors's IWD Position: Q1 2026 in Review

Barnes Pettey Financial Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 1,223 shares — an estimated $257K sold.

Barnes Pettey Financial Advisors first reported a position in IWD in Q1 2024 and held it in 8 quarters. The position peaked at $257K in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Barnes Pettey Financial Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Barnes Pettey Financial Advisors sold 1,223 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $257K.
Barnes Pettey Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and held it in 8 quarters.
Barnes Pettey Financial Advisors's iShares Russell 1000 Value ETF position peaked at $257K in Q4 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.