Broadview Financial Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.95M | Sell |
23,171
-329
| -1% | -$72K | 3.38% | 10 |
|
|
2025
Q4 | $4.94M | Sell |
23,500
-103
| -0.4% | -$21.3K | 3.31% | 10 |
|
|
2025
Q3 | $4.81M | Sell |
23,603
-1,068
| -4% | -$212K | 3.24% | 10 |
|
|
2025
Q2 | $4.79M | Sell |
24,671
-677
| -3% | -$125K | 3.26% | 10 |
|
|
2025
Q1 | $4.77M | Sell |
25,348
-75
| -0.3% | -$14.3K | 3.56% | 10 |
|
|
2024
Q4 | $4.71M | Sell |
25,423
-368
| -1% | -$70.6K | 3.37% | 10 |
|
|
2024
Q3 | $4.9M | Buy |
25,791
+164
| +0.6% | +$29.9K | 3.31% | 10 |
|
|
2024
Q2 | $4.47M | Sell |
25,627
-143
| -0.6% | -$25K | 3.26% | 10 |
|
|
2024
Q1 | $4.62M | Buy |
25,770
+359
| +1% | +$60.7K | 3.36% | 10 |
|
|
2023
Q4 | $4.2M | Buy |
25,411
+90
| +0.4% | +$13.9K | 3.24% | 10 |
|
|
2023
Q3 | $3.84M | Sell |
25,321
-328
| -1% | -$52K | 3.56% | 9 |
|
|
2023
Q2 | $4.05M | Buy |
25,649
+248
| +1% | +$37.9K | 3.46% | 9 |
|
|
2023
Q1 | $3.87M | Sell |
25,401
-1,028
| -4% | -$159K | 3.38% | 9 |
|
|
2022
Q4 | $4.01M | Sell |
26,429
-275
| -1% | -$41.2K | 3.6% | 9 |
|
|
2022
Q3 | $3.63M | Sell |
26,704
-812
| -3% | -$122K | 3.64% | 9 |
|
|
2022
Q2 | $3.99M | Buy |
27,516
+19
| +0.1% | +$2.97K | 3.72% | 9 |
|
|
2022
Q1 | $4.56M | Buy |
27,497
+65
| +0.2% | +$10.7K | 3.38% | 9 |
|
|
2021
Q4 | $4.61M | Buy |
27,432
+30
| +0.1% | +$4.92K | 3.28% | 9 |
|
|
2021
Q3 | $4.29M | Buy |
27,402
+443
| +2% | +$71K | 3.32% | 9 |
|
|
2021
Q2 | $4.28M | Sell |
26,959
-321
| -1% | -$50.8K | 3.22% | 9 |
|
|
2021
Q1 | $4.13M | Sell |
27,280
-311
| -1% | -$45K | 3.21% | 10 |
|
|
2020
Q4 | $3.77M | Buy |
27,591
+16
| +0.1% | +$2.05K | 2.89% | 10 |
|
|
2020
Q3 | $3.26M | Sell |
27,575
-7,841
| -22% | -$930K | 2.74% | 12 |
|
|
2020
Q2 | $3.99M | Buy |
35,416
+1,853
| +6% | +$204K | 3.19% | 10 |
|
|
2020
Q1 | $3.33M | Buy |
33,563
+866
| +3% | +$108K | 2.98% | 11 |
|
|
2019
Q4 | $4.46M | Sell |
32,697
-202
| -0.6% | -$26.6K | 3.11% | 11 |
|
|
2019
Q3 | $4.22M | Sell |
32,899
-1,229
| -4% | -$156K | 3.13% | 12 |
|
|
2019
Q2 | $4.34M | Sell |
34,128
-739
| -2% | -$92.5K | 3.27% | 11 |
|
|
2019
Q1 | $4.31M | Buy |
34,867
+611
| +2% | +$73.4K | 3.35% | 11 |
|
|
2018
Q4 | $3.8M | Buy |
34,256
+14,888
| +77% | +$1.78M | 3.38% | 10 |
|
|
2018
Q3 | $2.45M | Buy |
19,368
+274
| +1% | +$34.4K | 2.2% | 12 |
|
|
2018
Q2 | $2.32M | Sell |
19,094
-120
| -0.6% | -$14.6K | 2.26% | 13 |
|
|
2018
Q1 | $2.31M | Sell |
19,214
-595
| -3% | -$74.2K | 2.28% | 13 |
|
|
2017
Q4 | $2.46M | Buy |
+19,809
| New | +$2.4M | 2.39% | 12 |
|
Other funds holding IWD
Broadview Financial Management's IWD Position: Q1 2026 in Review
Broadview Financial Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.4% in Q1 2026, selling an estimated $72K and leaving 23,171 shares worth $4.95M. The position accounts for 3.38% of the portfolio, ranked #10.
Broadview Financial Management first reported a position in IWD in Q4 2017 and has held it in 34 quarters since. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.
- Broadview Financial Management held 23,171 shares of iShares Russell 1000 Value ETF worth $4.95M as of Q1 2026.
- Broadview Financial Management sold 329 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $72K.
- iShares Russell 1000 Value ETF made up 3.38% of Broadview Financial Management's portfolio in Q1 2026, its #10 holding.
- Broadview Financial Management first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 34 quarters since.
- 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.
Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.