Copperwynd Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Copperwynd Financial’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	–	Sell	-57,616	Closed	-$10.8M	–	161
2025 Q1	$10.8M	Buy	+57,616	New	+$11M	2.99%	9
2023 Q1	–	Sell	-89,311	Closed	-$13.5M	–	144
2022 Q4	$13.5M	Sell	89,311 -2,899	-3%	-$434K	7.61%	2
2022 Q3	$12.5M	Buy	92,210 +85	+0.1%	+$12.8K	7.22%	3
2022 Q2	$13.4M	Sell	92,125 -725	-0.8%	-$113K	7.86%	2
2022 Q1	$15.4M	Buy	92,850 +861	+0.9%	+$141K	6.38%	2
2021 Q4	$15.4M	Buy	91,989 +4,467	+5%	+$732K	5.86%	7
2021 Q3	$13.7M	Buy	87,522 +2,670	+3%	+$428K	5.65%	6
2021 Q2	$13.5M	Buy	84,852 +653	+0.8%	+$103K	5.71%	5
2021 Q1	$12.8M	Buy	+84,199	New	+$12.2M	5.73%	5

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 17.27% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Copperwynd Financial's IWD Position: Q2 2025 in Review

Copperwynd Financial sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 57,616 shares — an estimated $10.8M sold.

Copperwynd Financial first reported a position in IWD in Q1 2021 and held it in 9 quarters. The position peaked at $15.4M in Q4 2021. 1,742 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

Copperwynd Financial reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
Copperwynd Financial sold 57,616 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $10.8M.
Copperwynd Financial first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and held it in 9 quarters.
Copperwynd Financial's iShares Russell 1000 Value ETF position peaked at $15.4M in Q4 2021.
1,742 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.