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

BKM 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	$787K	Sell	3,683 -43	-1%	-$9.42K	0.29%	83
2025 Q4	$784K	Buy	3,726 +82	+2%	+$16.9K	0.29%	80
2025 Q3	$742K	Sell	3,644 -130	-3%	-$25.9K	0.27%	83
2025 Q2	$733K	Buy	3,774 +267	+8%	+$49.4K	0.29%	83
2025 Q1	$660K	Buy	3,507 +206	+6%	+$39.2K	0.27%	88
2024 Q4	$611K	Buy	3,301 +272	+9%	+$52.2K	0.25%	91
2024 Q3	$575K	Buy	3,029 +712	+31%	+$130K	0.23%	108
2024 Q2	$404K	Buy	2,317 +387	+20%	+$67.7K	0.19%	116
2024 Q1	$346K	Buy	1,930 +250	+15%	+$42.3K	0.15%	125
2023 Q4	$278K	Buy	+1,680	New	+$259K	0.12%	134

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

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

BKM Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.2% in Q1 2026, selling an estimated $9.42K and leaving 3,683 shares worth $787K. The position accounts for 0.29% of the portfolio, ranked #83.

BKM Wealth Management first reported a position in IWD in Q4 2023 and has held it in 10 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

BKM Wealth Management held 3,683 shares of iShares Russell 1000 Value ETF worth $787K as of Q1 2026.
BKM Wealth Management sold 43 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $9.42K.
iShares Russell 1000 Value ETF made up 0.29% of BKM Wealth Management's portfolio in Q1 2026, its #83 holding.
BKM Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 10 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.