BTWM
IWD icon

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

Brass Tax 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
2025
Q3 		$753K Buy
+3,700
New +$736K 0.13% 87
2025
Q2 		– Sell
-4,571
Closed -$860K – 237
2025
Q1 		$860K Buy
+4,571
New +$871K 0.18% 65

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Brass Tax Wealth Management's IWD Position: Q3 2025 in Review

Brass Tax Wealth Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2025: 3,700 shares worth $753K. The stake represents 0.13% of the portfolio and ranks #87 among its holdings. This is a return to the name: Brass Tax Wealth Management previously reported a position in IWD as recently as Q1 2025.

Brass Tax Wealth Management first reported a position in IWD in Q1 2025 and has held it in 2 quarters since. The position peaked at $860K in Q1 2025. 1,752 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

  • Brass Tax Wealth Management held 3,700 shares of iShares Russell 1000 Value ETF worth $753K as of Q3 2025.
  • iShares Russell 1000 Value ETF was a new Brass Tax Wealth Management position in Q3 2025.
  • iShares Russell 1000 Value ETF made up 0.13% of Brass Tax Wealth Management's portfolio in Q3 2025, its #87 holding.
  • Brass Tax Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 2 quarters since.
  • Brass Tax Wealth Management's iShares Russell 1000 Value ETF position peaked at $860K in Q1 2025.
  • 1,752 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.