CM Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

CM Wealth Advisors’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	$20.2M	Buy	94,592 +2,971	+3%	+$651K	4.3%	6
2025 Q4	$19.3M	Sell	91,621 -75	-0.1%	-$15.5K	4.35%	6
2025 Q3	$18.7M	Sell	91,696 -373	-0.4%	-$74.2K	4.92%	7
2025 Q2	$17.9M	Hold	92,069	–	–	5.26%	5
2025 Q1	$17.3M	Hold	92,069	–	–	5.54%	5
2024 Q4	$17M	Hold	92,069	–	–	5.57%	5
2024 Q3	$17.5M	Buy	92,069 +88,082	+2,209%	+$16M	5.66%	5
2024 Q2	$696K	Sell	3,987 -88,082	-96%	-$15.4M	0.33%	26
2024 Q1	$16.1M	Buy	92,069 +88,455	+2,448%	+$15M	4.6%	6
2023 Q4	$597K	Hold	3,614	–	–	0.26%	37
2023 Q3	$555K	Hold	3,614	–	–	0.21%	40
2023 Q2	$191K	Buy	+3,614	New	+$552K	0.06%	153
2023 Q1	–	Sell	-4,939	Closed	-$749K	–	426
2022 Q4	$749K	Hold	4,939	–	–	0.38%	25
2022 Q3	$672M	Hold	4,939	–	–	0.37%	28
2022 Q2	$716K	Buy	+4,939	New	+$773K	0.44%	28

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

CM Wealth Advisors's IWD Position: Q1 2026 in Review

CM Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 3.2% in Q1 2026, buying an estimated $651K and bringing the position to 94,592 shares worth $20.2M. The position accounts for 4.3% of the portfolio, ranked #6.

CM Wealth Advisors first reported a position in IWD in Q2 2022 and has held it in 15 quarters since. The position peaked at $672M in Q3 2022. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

CM Wealth Advisors held 94,592 shares of iShares Russell 1000 Value ETF worth $20.2M as of Q1 2026.
CM Wealth Advisors bought 2,971 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $651K.
iShares Russell 1000 Value ETF made up 4.3% of CM Wealth Advisors's portfolio in Q1 2026, its #6 holding.
CM Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 15 quarters since.
CM Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $672M in Q3 2022.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.