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

Congress 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
2025 Q2	$18.3M	Buy	94,854 +1,968	+2%	+$364K	0.18%	140
2025 Q1	$17.4M	Buy	92,886 +790	+0.9%	+$150K	0.21%	124
2024 Q4	$17.1M	Buy	92,096 +6,597	+8%	+$1.27M	0.23%	127
2024 Q3	$16.2M	Sell	85,499 -103,458	-55%	-$18.8M	0.22%	136
2024 Q2	$33M	Buy	188,957 +441	+0.2%	+$77.1K	0.52%	38
2024 Q1	$33.8M	Buy	188,516 +5,021	+3%	+$850K	0.58%	35
2023 Q4	$30.3M	Buy	183,495 +5,894	+3%	+$910K	0.56%	36
2023 Q3	$27M	Buy	177,601 +171,530	+2,825%	+$27.2M	0.56%	36
2023 Q2	$958K	Sell	6,071 -608	-9%	-$92.9K	0.02%	345
2023 Q1	$1.02M	Sell	6,679 -11,307	-63%	-$1.75M	0.02%	335
2022 Q4	$2.73M	Buy	17,986 +10,746	+148%	+$1.61M	0.07%	232
2022 Q3	$984K	Hold	7,240	–	–	0.03%	335
2022 Q2	$1.05M	Buy	7,240 +72	+1%	+$11.3K	0.03%	329
2022 Q1	$1.19M	Sell	7,168 -5,302	-43%	-$871K	0.03%	332
2021 Q4	$2.09M	Buy	+12,470	New	+$2.04M	0.04%	305

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Congress Wealth Management's IWD Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 2.1% in Q2 2025, buying an estimated $364K and bringing the position to 94,854 shares worth $18.3M. The position accounts for 0.18% of the portfolio, ranked #140.

Congress Wealth Management first reported a position in IWD in Q4 2021 and has held it in 15 quarters since. The position peaked at $33.8M in Q1 2024. 1,737 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

Congress Wealth Management held 94,854 shares of iShares Russell 1000 Value ETF worth $18.3M as of Q2 2025.
Congress Wealth Management bought 1,968 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $364K.
iShares Russell 1000 Value ETF made up 0.18% of Congress Wealth Management's portfolio in Q2 2025, its #140 holding.
Congress Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's iShares Russell 1000 Value ETF position peaked at $33.8M in Q1 2024.
1,737 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.