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

Curran Financial 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 		$840K Buy
3,930
+2
+0.1% +$438 0.15% 68
2025
Q4 		$826K Buy
3,928
+28
+0.7% +$5.78K 0.16% 72
2025
Q3 		$794K Buy
3,900
+7
+0.2% +$1.39K 0.16% 76
2025
Q2 		$756K Buy
3,893
+1,487
+62% +$275K 0.17% 70
2025
Q1 		$453K Buy
2,406
+29
+1% +$5.52K 0.11% 68
2024
Q4 		$440K Buy
2,377
+162
+7% +$31.1K 0.12% 65
2024
Q3 		$420K Sell
2,215
-37
-2% -$6.74K 0.12% 66
2024
Q2 		$393K Sell
2,252
-24
-1% -$4.2K 0.13% 64
2024
Q1 		$408K Buy
2,276
+90
+4% +$15.2K 0.14% 60
2023
Q4 		$359K Buy
+2,186
New +$338K 0.14% 59
2023
Q3 		– Sell
-2,169
Closed -$342K – 78
2023
Q2 		$342K Buy
2,169
+6
+0.3% +$917 0.15% 57
2023
Q1 		$329K Sell
2,163
-282
-12% -$43.5K 0.16% 53
2022
Q4 		$371K Buy
2,445
+21
+0.9% +$3.14K 0.18% 52
2022
Q3 		$330K Buy
2,424
+9
+0.4% +$1.35K 0.17% 46
2022
Q2 		$350K Sell
2,415
-71
-3% -$11.1K 0.17% 47
2022
Q1 		$413K Sell
2,486
-15
-0.6% -$2.46K 0.17% 57
2021
Q4 		$420K Buy
2,501
+1,062
+74% +$174K 0.18% 50
2021
Q3 		$225K Sell
1,439
-10
-0.7% -$1.6K 0.12% 56
2021
Q2 		$230K Buy
+1,449
New +$229K 0.13% 61

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

Curran Financial Partners's IWD Position: Q1 2026 in Review

Curran Financial Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 0.05% in Q1 2026, buying an estimated $438 and bringing the position to 3,930 shares worth $840K. The position accounts for 0.15% of the portfolio, ranked #68.

Curran Financial Partners first reported a position in IWD in Q2 2021 and has held it in 19 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Curran Financial Partners held 3,930 shares of iShares Russell 1000 Value ETF worth $840K as of Q1 2026.
  • Curran Financial Partners bought 2 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $438.
  • iShares Russell 1000 Value ETF made up 0.15% of Curran Financial Partners's portfolio in Q1 2026, its #68 holding.
  • Curran Financial Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 19 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.