BCS Private Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
Other funds holding IWD
BCS Private Wealth Management's IWD Position: Q1 2026 in Review
BCS Private Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 11% in Q1 2026, buying an estimated $58.7K and bringing the position to 2,600 shares worth $556K. The position accounts for 0.17% of the portfolio, ranked #102.
BCS Private Wealth Management first reported a position in IWD in Q2 2025 and has held it in 4 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.
- BCS Private Wealth Management held 2,600 shares of iShares Russell 1000 Value ETF worth $556K as of Q1 2026.
- BCS Private Wealth Management bought 268 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $58.7K.
- iShares Russell 1000 Value ETF made up 0.17% of BCS Private Wealth Management's portfolio in Q1 2026, its #102 holding.
- BCS Private Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 4 quarters since.
- 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.
Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.