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

Chicago 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
2026 Q1	$560K	Hold	2,621	–	–	0.22%	44
2025 Q4	$551K	Hold	2,621	–	–	0.22%	44
2025 Q3	$534K	Hold	2,621	–	–	0.23%	39
2025 Q2	$509K	Hold	2,621	–	–	0.24%	39
2025 Q1	$493K	Hold	2,621	–	–	0.26%	38
2024 Q4	$485K	Hold	2,621	–	–	0.25%	38
2024 Q3	$497K	Hold	2,621	–	–	0.27%	38
2024 Q2	$457K	Hold	2,621	–	–	0.26%	38
2024 Q1	$469K	Hold	2,621	–	–	0.28%	38
2023 Q4	$433K	Hold	2,621	–	–	0.3%	32
2023 Q3	$398K	Hold	2,621	–	–	0.31%	29
2023 Q2	$414K	Sell	2,621 -2,645	-50%	-$404K	0.32%	29
2023 Q1	$802K	Hold	5,266	–	–	0.64%	24
2022 Q4	$799K	Hold	5,266	–	–	0.69%	20
2022 Q3	$716K	Sell	5,266 -23	-0.4%	-$3.46K	0.69%	18
2022 Q2	$767K	Sell	5,289 -42,203	-89%	-$6.6M	0.69%	16
2022 Q1	$7.88M	Buy	47,492 +1,166	+3%	+$191K	5.29%	10
2021 Q4	$7.78M	Buy	46,326 +1,707	+4%	+$280K	5.22%	9
2021 Q3	$6.98M	Buy	44,619 +1,543	+4%	+$247K	5.09%	10
2021 Q2	$6.83M	Buy	43,076 +2,475	+6%	+$392K	4.91%	9
2021 Q1	$6.15M	Buy	40,601 +2,890	+8%	+$418K	4.89%	10
2020 Q4	$5.16M	Buy	37,711 +845	+2%	+$108K	4.77%	12
2020 Q3	$4.36M	Buy	36,866 +1,991	+6%	+$236K	4.92%	12
2020 Q2	$3.93M	Buy	+34,875	New	+$3.84M	4.8%	11

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Chicago Wealth Management's IWD Position: Q1 2026 in Review

Chicago Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 2,621 shares worth $560K. The position accounts for 0.22% of the portfolio, ranked #44.

Chicago Wealth Management first reported a position in IWD in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.88M in Q1 2022. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Chicago Wealth Management held 2,621 shares of iShares Russell 1000 Value ETF worth $560K as of Q1 2026.
Chicago Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.22% of Chicago Wealth Management's portfolio in Q1 2026, its #44 holding.
Chicago Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and has held it in 24 quarters since.
Chicago Wealth Management's iShares Russell 1000 Value ETF position peaked at $7.88M in Q1 2022.
1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Chicago Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.