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

ClientFirst 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	$3.09M	Hold	14,479	–	–	2.61%	6
2025 Q4	$3.05M	Hold	14,479	–	–	2.45%	6
2025 Q3	$2.95M	Hold	14,479	–	–	2.36%	6
2025 Q2	$2.81M	Hold	14,479	–	–	2.87%	6
2025 Q1	$2.72M	Sell	14,479 -1	-0%	-$190	3.09%	6
2024 Q4	$2.68M	Buy	+14,480	New	+$2.78M	2.71%	6
2023 Q3	$2.2M	Hold	14,580	–	–	2.68%	6
2023 Q2	$2.32M	Hold	14,580	–	–	2.76%	6
2023 Q1	$2.23M	Hold	14,580	–	–	2.98%	6
2022 Q4	$2.21M	Hold	14,580	–	–	2.81%	5
2022 Q3	$2.25M	Buy	14,580 +227	+2%	+$34.1K	2.8%	5
2022 Q2	$2.08M	Hold	14,353	–	–	3.17%	5
2022 Q1	$2.38M	Hold	14,353	–	–	2.19%	6
2021 Q4	$2.4M	Buy	+14,353	New	+$2.35M	2.16%	6

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

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

ClientFirst Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 14,479 shares worth $3.09M. The position accounts for 2.61% of the portfolio, ranked #6.

ClientFirst Wealth Management first reported a position in IWD in Q4 2021 and has held it in 14 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

ClientFirst Wealth Management held 14,479 shares of iShares Russell 1000 Value ETF worth $3.09M as of Q1 2026.
ClientFirst Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 2.61% of ClientFirst Wealth Management's portfolio in Q1 2026, its #6 holding.
ClientFirst Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 14 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.