Consolidated Portfolio Review Corp’s iShares Russell 1000 Value ETF IWD Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-23,587	Closed	-$4.82M	–	221
2025 Q3	$4.82M	Buy	23,587 +1,980	+9%	+$394K	0.61%	35
2025 Q2	$4.2M	Buy	21,607 +616	+3%	+$114K	0.58%	44
2025 Q1	$3.95M	Sell	20,991 -41	-0.2%	-$7.81K	0.63%	37
2024 Q4	$3.89M	Buy	+21,032	New	+$4.03M	0.62%	34
2024 Q2	–	Sell	-1,208	Closed	-$216K	–	304
2024 Q1	$216K	Buy	+1,208	New	+$204K	0.06%	250

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Consolidated Portfolio Review Corp's IWD Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 23,587 shares — an estimated $4.82M sold.

Consolidated Portfolio Review Corp first reported a position in IWD in Q1 2024 and held it in 5 quarters. The position peaked at $4.82M in Q3 2025. 1,907 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 23,587 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $4.82M.
Consolidated Portfolio Review Corp first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and held it in 5 quarters.
Consolidated Portfolio Review Corp's iShares Russell 1000 Value ETF position peaked at $4.82M in Q3 2025.
1,907 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.