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

BCS 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	–	Sell	-1,358	Closed	-$286K	–	306
2025 Q4	$286K	Buy	+1,358	New	+$281K	0.03%	300
2025 Q1	–	Sell	-1,172	Closed	-$217K	–	250
2024 Q4	$217K	Buy	+1,172	New	+$225K	0.05%	239
2024 Q2	–	Sell	-1,401	Closed	-$251K	–	185
2024 Q1	$251K	Sell	1,401 -4	-0.3%	-$677	0.08%	204
2023 Q4	$232K	Sell	1,405 -69	-5%	-$10.7K	0.09%	194
2023 Q3	$224K	Buy	+1,474	New	+$234K	0.09%	181
2023 Q2	–	Sell	-1,464	Closed	-$223K	–	138
2023 Q1	$223K	Sell	1,464 -205	-12%	-$31.7K	0.1%	145
2022 Q4	$253K	Sell	1,669 -93	-5%	-$13.9K	0.11%	161
2022 Q3	$240K	Hold	1,762	–	–	0.11%	153
2022 Q2	$255K	Sell	1,762 -89	-5%	-$13.9K	0.11%	149
2022 Q1	$307K	Buy	1,851 +546	+42%	+$89.7K	0.13%	147
2021 Q4	$219K	Hold	1,305	–	–	0.08%	185
2021 Q3	$204K	Buy	1,305 +12	+0.9%	+$1.92K	0.09%	165
2021 Q2	$205K	Buy	+1,293	New	+$205K	0.11%	151

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

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

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

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

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

BCS Wealth Management's IWD Position: Q1 2026 in Review

BCS Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 1,358 shares — an estimated $286K sold.

BCS Wealth Management first reported a position in IWD in Q2 2021 and held it in 13 quarters. The position peaked at $307K in Q1 2022. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

BCS Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
BCS Wealth Management sold 1,358 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $286K.
BCS Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and held it in 13 quarters.
BCS Wealth Management's iShares Russell 1000 Value ETF position peaked at $307K in Q1 2022.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.