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

Concord Wealth 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 		– Sell
-439
Closed -$92.4K – 498
2025
Q4 		$92.4K Buy
439
+3
+0.7% +$620 0.01% 264
2025
Q3 		$88.7K Sell
436
-57
-12% -$11.3K 0.01% 270
2025
Q2 		$95.7K Buy
493
+12
+2% +$2.22K 0.01% 272
2025
Q1 		$90.5K Buy
481
+394
+453% +$75K 0.01% 257
2024
Q4 		$16.2K Sell
87
-15
-15% -$2.88K ﹤0.01% 482
2024
Q3 		$19.4K Buy
102
+4
+4% +$729 ﹤0.01% 475
2024
Q2 		$17.2K Sell
98
-69
-41% -$12.1K ﹤0.01% 450
2024
Q1 		$29.9K Buy
167
+69
+70% +$11.7K 0.01% 437
2023
Q4 		$16.2K Sell
98
-79
-45% -$12.2K ﹤0.01% 507
2023
Q3 		$26.8K Buy
177
+28
+19% +$4.44K 0.01% 466
2023
Q2 		$23.5K Buy
149
+10
+7% +$1.53K 0.01% 481
2023
Q1 		$21.2K Buy
139
+10
+8% +$1.54K 0.01% 483
2022
Q4 		$19.6K Buy
+129
New +$19.3K 0.01% 531
2022
Q3 		– Sell
-92
Closed -$13K – 647
2022
Q2 		$13K Buy
92
+7
+8% +$1.09K ﹤0.01% 635
2022
Q1 		$14K Sell
85
-279
-77% -$45.8K ﹤0.01% 702
2021
Q4 		$61K Buy
364
+352
+2,933% +$57.7K 0.01% 420
2021
Q3 		$2K Hold
12
– – ﹤0.01% 756
2021
Q2 		$2K Hold
12
– – ﹤0.01% 892
2021
Q1 		$2K Sell
12
-1,141
-99% -$165K ﹤0.01% 829
2020
Q4 		$158K Buy
+1,153
New +$148K 0.12% 89

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

Concord Wealth Partners's IWD Position: Q1 2026 in Review

Concord Wealth Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 439 shares — an estimated $92.4K sold.

Concord Wealth Partners first reported a position in IWD in Q4 2020 and held it in 20 quarters. The position peaked at $158K in Q4 2020. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Concord Wealth Partners reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 439 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $92.4K.
  • Concord Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's iShares Russell 1000 Value ETF position peaked at $158K in Q4 2020.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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