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Bartlett & Co Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bartlett & Co 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
2026
Q1 		$1.98M Hold
8,631
– – 0.03% 210
2025
Q4 		$1.82M Sell
8,631
-319
-4% -$65.9K 0.02% 221
2025
Q3 		$1.82M Hold
8,950
– – 0.02% 215
2025
Q2 		$1.74M Sell
8,950
-361
-4% -$66.9K 0.02% 211
2025
Q1 		$1.75M Buy
9,311
+6,956
+295% +$1.32M 0.03% 204
2024
Q4 		$436K Buy
2,355
+50
+2% +$9.59K 0.01% 343
2024
Q3 		$437K Buy
2,305
+140
+6% +$25.5K 0.01% 346
2024
Q2 		$378K Hold
2,165
– – 0.01% 358
2024
Q1 		$388K Sell
2,165
-20
-0.9% -$3.38K 0.01% 359
2023
Q4 		$362K Buy
2,185
+138
+7% +$21.3K 0.01% 391
2023
Q3 		$313K Buy
2,047
+93
+5% +$14.8K 0.01% 397
2023
Q2 		$308K Sell
1,954
-172
-8% -$26.3K 0.01% 400
2023
Q1 		$324K Sell
2,126
-15
-0.7% -$2.32K 0.01% 334
2022
Q4 		$325K Buy
2,141
+802
+60% +$120K 0.01% 334
2022
Q3 		$182K Hold
1,339
– – ﹤0.01% 385
2022
Q2 		$194K Hold
1,339
– – ﹤0.01% 375
2022
Q1 		$222K Buy
1,339
+65
+5% +$10.7K ﹤0.01% 372
2021
Q4 		$214K Hold
1,274
– – ﹤0.01% 386
2021
Q3 		$199K Buy
1,274
+41
+3% +$6.57K ﹤0.01% 334
2021
Q2 		$196K Buy
1,233
+84
+7% +$13.3K ﹤0.01% 336
2021
Q1 		$174K Hold
1,149
– – ﹤0.01% 339
2020
Q4 		$157K Hold
1,149
– – ﹤0.01% 351
2020
Q3 		$136K Hold
1,149
– – ﹤0.01% 348
2020
Q2 		$129K Sell
1,149
-168
-13% -$18.5K ﹤0.01% 358
2020
Q1 		$131K Sell
1,317
-616
-32% -$76.8K ﹤0.01% 336
2019
Q4 		$264K Buy
1,933
+1,062
+122% +$140K 0.01% 302
2019
Q3 		$112K Hold
871
– – ﹤0.01% 389
2019
Q2 		$111K Hold
871
– – ﹤0.01% 318
2019
Q1 		$108K Hold
871
– – ﹤0.01% 313
2018
Q4 		$96.7K Buy
+871
New +$104K ﹤0.01% 318

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

Bartlett & Co Wealth Management's IWD Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 8,631 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #210.

Bartlett & Co Wealth Management first reported a position in IWD in Q4 2018 and has held it in 30 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Bartlett & Co Wealth Management held 8,631 shares of iShares Russell 1000 Value ETF worth $1.98M as of Q1 2026.
  • Bartlett & Co Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Value ETF made up 0.03% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #210 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.