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

CWS Financial Advisors’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 		– Sell
-1,735
Closed -$365K – 161
2025
Q4 		$365K Sell
1,735
-62
-3% -$12.8K 0.1% 108
2025
Q3 		$366K Buy
1,797
+7
+0.4% +$1.39K 0.1% 108
2025
Q2 		$348K Buy
1,790
+6
+0.3% +$1.11K 0.1% 105
2025
Q1 		$336K Buy
1,784
+6
+0.3% +$1.14K 0.11% 99
2024
Q4 		$329K Buy
1,778
+76
+4% +$14.6K 0.11% 96
2024
Q3 		$323K Buy
1,702
+7
+0.4% +$1.27K 0.11% 91
2024
Q2 		$296K Buy
1,695
+5
+0.3% +$874 0.12% 88
2024
Q1 		$303K Sell
1,690
-644
-28% -$109K 0.12% 87
2023
Q4 		$386K Buy
2,334
+720
+45% +$111K 0.14% 106
2023
Q3 		$245K Buy
1,614
+148
+10% +$23.5K 0.1% 123
2023
Q2 		$231K Buy
+1,466
New +$224K 0.09% 132
2022
Q3 		– Sell
-851
Closed -$123K – 156
2022
Q2 		$123K Buy
+851
New +$133K 0.06% 157

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

CWS Financial Advisors's IWD Position: Q1 2026 in Review

CWS Financial Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 1,735 shares — an estimated $365K sold.

CWS Financial Advisors first reported a position in IWD in Q2 2022 and held it in 12 quarters. The position peaked at $386K in Q4 2023. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • CWS Financial Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • CWS Financial Advisors sold 1,735 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $365K.
  • CWS Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and held it in 12 quarters.
  • CWS Financial Advisors's iShares Russell 1000 Value ETF position peaked at $386K in Q4 2023.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.