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

Collaborative 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 		– Sell
-1,126
Closed -$237K – 198
2025
Q4 		$237K Sell
1,126
-5
-0.4% -$1.03K 0.08% 204
2025
Q3 		$230K Buy
1,131
+42
+4% +$8.36K 0.09% 166
2025
Q2 		$212K Buy
+1,089
New +$202K 0.09% 166
2021
Q4 		$213K Buy
+1,266
New +$207K 0.12% 189

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

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

Collaborative Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 1,126 shares — an estimated $237K sold.

Collaborative Wealth Management first reported a position in IWD in Q4 2021 and held it in 4 quarters. The position peaked at $237K in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Collaborative Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 1,126 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $237K.
  • Collaborative Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 4 quarters.
  • Collaborative Wealth Management's iShares Russell 1000 Value ETF position peaked at $237K in Q4 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.