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Centaurus Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Centaurus Financial’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
2026
Q1 		$165K Buy
772
+21
+3% +$4.6K 0.01% 880
2025
Q4 		$158K Sell
751
-62
-8% -$12.8K 0.01% 882
2025
Q3 		$166K Buy
813
+1
+0.1% +$199 0.01% 859
2025
Q2 		$158K Sell
812
-126
-13% -$23.3K 0.01% 807
2025
Q1 		$176K Buy
938
+67
+8% +$12.8K 0.01% 715
2024
Q4 		$161K Sell
871
-69
-7% -$13.2K 0.01% 726
2024
Q3 		$178K Buy
940
+286
+44% +$52.1K 0.01% 669
2024
Q2 		$114K Hold
654
– – 0.01% 749
2024
Q1 		$117K Sell
654
-81
-11% -$13.7K 0.01% 730
2023
Q4 		$121K Sell
735
-538
-42% -$83.1K 0.01% 708
2023
Q3 		$193K Sell
1,273
-130
-9% -$20.6K 0.02% 578
2023
Q2 		$221K Sell
1,403
-258
-16% -$39.4K 0.02% 546
2023
Q1 		$253K Buy
1,661
+11
+0.7% +$1.7K 0.02% 601
2022
Q4 		$250K Buy
1,650
+610
+59% +$91.3K 0.02% 546
2022
Q3 		$141K Buy
1,040
+9
+0.9% +$1.35K 0.01% 713
2022
Q2 		$149K Buy
1,031
+139
+16% +$21.7K 0.01% 710
2022
Q1 		$148K Hold
892
– – 0.01% 753
2021
Q4 		$150K Sell
892
-28
-3% -$4.59K 0.01% 760
2021
Q3 		$144K Buy
920
+206
+29% +$33K 0.01% 742
2021
Q2 		$113K Hold
714
– – 0.01% 834
2021
Q1 		$108K Buy
+714
New +$103K 0.01% 764
2020
Q3 		– Sell
-1,253
Closed -$141K – 673
2020
Q2 		$141K Sell
1,253
-210
-14% -$23.1K 0.02% 512
2020
Q1 		$145K Buy
1,463
+370
+34% +$46.1K 0.03% 414
2019
Q4 		$149K Buy
+1,093
New +$144K 0.02% 518
2019
Q3 		– Sell
-1,659
Closed -$211K – 514
2019
Q2 		$211K Buy
1,659
+1,428
+618% +$179K 0.03% 415
2019
Q1 		$1.87K Sell
231
-109
-32% -$13.1K 0.01% 491
2018
Q4 		$3 Buy
340
+337
+11,233% +$40.4K 0.02% 357
2018
Q3 		$389 Sell
3
-5,854
-100% -$735K 0.07% 275
2018
Q2 		$711K Buy
5,857
+3,719
+174% +$452K 0.1% 221
2018
Q1 		$257K Sell
2,138
-1,230
-37% -$153K 0.06% 280
2017
Q4 		$419K Buy
+3,368
New +$408K 0.11% 204

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Centaurus Financial's IWD Position: Q1 2026 in Review

Centaurus Financial increased its iShares Russell 1000 Value ETF (IWD) stake by 2.8% in Q1 2026, buying an estimated $4.6K and bringing the position to 772 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #880.

Centaurus Financial first reported a position in IWD in Q4 2017 and has held it in 31 quarters since. The position peaked at $711K in Q2 2018. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Centaurus Financial held 772 shares of iShares Russell 1000 Value ETF worth $165K as of Q1 2026.
  • Centaurus Financial bought 21 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $4.6K.
  • iShares Russell 1000 Value ETF made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #880 holding.
  • Centaurus Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 31 quarters since.
  • Centaurus Financial's iShares Russell 1000 Value ETF position peaked at $711K in Q2 2018.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.