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

BIP Wealth’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 		$548K Sell
2,566
-647
-20% -$142K 0.02% 282
2025
Q4 		$676K Buy
3,213
+518
+19% +$107K 0.02% 257
2025
Q3 		$549K Buy
2,695
+1,143
+74% +$227K 0.03% 180
2025
Q2 		$301K Sell
1,552
-910
-37% -$169K 0.02% 208
2025
Q1 		$463K Sell
2,462
-181
-7% -$34.5K 0.03% 160
2024
Q4 		$489K Buy
2,643
+1,187
+82% +$228K 0.03% 152
2024
Q3 		$276K Buy
1,456
+2
+0.1% +$364 0.02% 192
2024
Q2 		$254K Sell
1,454
-304
-17% -$53.2K 0.02% 165
2024
Q1 		$315K Buy
1,758
+535
+44% +$90.5K 0.02% 155
2023
Q4 		$202K Buy
+1,223
New +$189K 0.02% 188

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

BIP Wealth's IWD Position: Q1 2026 in Review

BIP Wealth reduced its iShares Russell 1000 Value ETF (IWD) stake by 20% in Q1 2026, selling an estimated $142K and leaving 2,566 shares worth $548K. The position accounts for 0.02% of the portfolio, ranked #282.

BIP Wealth first reported a position in IWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $676K in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • BIP Wealth held 2,566 shares of iShares Russell 1000 Value ETF worth $548K as of Q1 2026.
  • BIP Wealth sold 647 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $142K.
  • iShares Russell 1000 Value ETF made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #282 holding.
  • BIP Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 10 quarters since.
  • BIP Wealth's iShares Russell 1000 Value ETF position peaked at $676K in Q4 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.