Commonwealth Retirement Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

Commonwealth Retirement Investments’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	$249K	Hold	1,166	–	–	0.08%	116
2025 Q4	$245K	Hold	1,166	–	–	0.08%	118
2025 Q3	$237K	Hold	1,166	–	–	0.08%	113
2025 Q2	$226K	Hold	1,166	–	–	0.09%	109
2025 Q1	$219K	Hold	1,166	–	–	0.09%	93
2024 Q4	$216K	Hold	1,166	–	–	0.09%	97
2024 Q3	$221K	Hold	1,166	–	–	0.09%	89
2024 Q2	$203K	Hold	1,166	–	–	0.09%	90
2024 Q1	$209K	Buy	+1,166	New	+$197K	0.1%	79

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

Commonwealth Retirement Investments's IWD Position: Q1 2026 in Review

Commonwealth Retirement Investments held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,166 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #116.

Commonwealth Retirement Investments first reported a position in IWD in Q1 2024 and has held it in 9 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Commonwealth Retirement Investments held 1,166 shares of iShares Russell 1000 Value ETF worth $249K as of Q1 2026.
Commonwealth Retirement Investments left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.08% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #116 holding.
Commonwealth Retirement Investments first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 9 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.