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Clarion Wealth Managment Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Clarion Wealth Managment Partners’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 		$2.15M Sell
10,056
-440
-4% -$96.4K 1.95% 8
2025
Q4 		$2.21M Sell
10,496
-917
-8% -$189K 2.04% 8
2025
Q3 		$2.32M Sell
11,413
-104
-0.9% -$20.7K 2.29% 8
2025
Q2 		$2.24M Buy
+11,517
New +$2.13M 2.45% 6

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

Clarion Wealth Managment Partners's IWD Position: Q1 2026 in Review

Clarion Wealth Managment Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.2% in Q1 2026, selling an estimated $96.4K and leaving 10,056 shares worth $2.15M. The position accounts for 1.95% of the portfolio, ranked #8.

Clarion Wealth Managment Partners first reported a position in IWD in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.32M in Q3 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Clarion Wealth Managment Partners held 10,056 shares of iShares Russell 1000 Value ETF worth $2.15M as of Q1 2026.
  • Clarion Wealth Managment Partners sold 440 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $96.4K.
  • iShares Russell 1000 Value ETF made up 1.95% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #8 holding.
  • Clarion Wealth Managment Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Clarion Wealth Managment Partners's iShares Russell 1000 Value ETF position peaked at $2.32M in Q3 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.