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

Capital A 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
Q2 		$57.2K Buy
346
+224
+184% +$41.5K 0.64% 45
2025
Q1 		$23K Buy
122
+111
+1,009% +$21.1K 0.02% 215
2024
Q4 		$2.04K Buy
+11
New +$2.11K ﹤0.01% 473

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

Capital A Wealth Management's IWD Position: Q2 2025 in Review

Capital A Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 184% in Q2 2025, buying an estimated $41.5K and bringing the position to 346 shares worth $57.2K. The position accounts for 0.64% of the portfolio, ranked #45.

Capital A Wealth Management first reported a position in IWD in Q4 2024 and has held it in 3 quarters since. 1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

  • Capital A Wealth Management held 346 shares of iShares Russell 1000 Value ETF worth $57.2K as of Q2 2025.
  • Capital A Wealth Management bought 224 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $41.5K.
  • iShares Russell 1000 Value ETF made up 0.64% of Capital A Wealth Management's portfolio in Q2 2025, its #45 holding.
  • Capital A Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.