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Blue Investment Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Blue Investment Partners’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
2025
Q2 		$212K Hold
1,092
– – 0.07% 46
2025
Q1 		$205K Hold
1,092
– – 0.08% 47
2024
Q4 		$202K Hold
1,092
– – 0.07% 51
2024
Q3 		$207K Buy
+1,092
New +$199K 0.09% 46

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Blue Investment Partners's IWD Position: Q2 2025 in Review

Blue Investment Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2025 at 1,092 shares worth $212K. The position accounts for 0.07% of the portfolio, ranked #46.

Blue Investment Partners first reported a position in IWD in Q3 2024 and has held it in 4 quarters since. 1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

  • Blue Investment Partners held 1,092 shares of iShares Russell 1000 Value ETF worth $212K as of Q2 2025.
  • Blue Investment Partners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2025.
  • iShares Russell 1000 Value ETF made up 0.07% of Blue Investment Partners's portfolio in Q2 2025, its #46 holding.
  • Blue Investment Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.