Custos Family Office’s iShares Russell 1000 Value ETF IWD Stock Holding History

Custos Family Office’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 Q3	–	Sell	-10,399	Closed	-$2.02M	–	72
2025 Q2	$2.02M	Sell	10,399 -728	-7%	-$135K	0.64%	26
2025 Q1	$2.09M	Sell	11,127 -281	-2%	-$53.5K	0.74%	23
2024 Q4	$2.11M	Sell	11,408 -1,178	-9%	-$226K	0.74%	24
2024 Q3	$2.39M	Sell	12,586 -175	-1%	-$31.9K	0.87%	23
2024 Q2	$2.23M	Sell	12,761 -70	-0.5%	-$12.2K	0.89%	24
2024 Q1	$2.3M	Sell	12,831 -39	-0.3%	-$6.6K	1.19%	18
2023 Q4	$2.13M	Buy	12,870 +8,906	+225%	+$1.38M	1.11%	19
2023 Q3	$602K	Hold	3,964	–	–	0.41%	19
2023 Q2	$626K	Buy	+3,964	New	+$606K	0.41%	19
2023 Q1	–	Sell	-27,711	Closed	-$4.2M	–	42
2022 Q4	$4.2M	Buy	+27,711	New	+$4.15M	3.35%	12

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Custos Family Office's IWD Position: Q3 2025 in Review

Custos Family Office sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2025, closing a stake of 10,399 shares — an estimated $2.02M sold.

Custos Family Office first reported a position in IWD in Q4 2022 and held it in 10 quarters. The position peaked at $4.2M in Q4 2022. 1,752 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

Custos Family Office reported no remaining iShares Russell 1000 Value ETF position as of Q3 2025 after selling out during the quarter.
Custos Family Office sold 10,399 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $2.02M.
Custos Family Office first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 10 quarters.
Custos Family Office's iShares Russell 1000 Value ETF position peaked at $4.2M in Q4 2022.
1,752 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Custos Family Office's 13F filing for Q3 2025, filed 16 Oct 2025.