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

CarsonAllaria 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	–	Sell	-99	Closed	-$19.3K	–	206
2025 Q2	$19.3K	Buy	99 +1	+1%	+$185	0.01%	202
2025 Q1	$18.6K	Hold	98	–	–	0.01%	199
2024 Q4	$18.2K	Buy	98 +1	+1%	+$192	0.01%	204
2024 Q3	$18.6K	Hold	97	–	–	0.01%	208
2024 Q2	$17K	Buy	97 +1	+1%	+$175	0.01%	206
2024 Q1	$17.4K	Sell	96 -81	-46%	-$13.7K	0.01%	203
2023 Q4	$29.3K	Buy	177 +81	+84%	+$12.5K	0.02%	144
2023 Q3	$14.6K	Hold	96	–	–	0.01%	183
2023 Q2	$15.2K	Buy	+96	New	+$14.7K	0.01%	190

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

CarsonAllaria Wealth Management's IWD Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2025, closing a stake of 99 shares — an estimated $19.3K sold.

CarsonAllaria Wealth Management first reported a position in IWD in Q2 2023 and held it in 9 quarters. The position peaked at $29.3K in Q4 2023. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 99 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $19.3K.
CarsonAllaria Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and held it in 9 quarters.
CarsonAllaria Wealth Management's iShares Russell 1000 Value ETF position peaked at $29.3K in Q4 2023.
1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.