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Drake & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Drake & Associates’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
-965
Closed -$203K – 102
2025
Q4 		$203K Buy
+965
New +$199K 0.04% 101

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Drake & Associates's IWD Position: Q1 2026 in Review

Drake & Associates sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 965 shares — an estimated $203K sold.

Drake & Associates first reported a position in IWD in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Drake & Associates reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Drake & Associates sold 965 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $203K.
  • Drake & Associates first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and held it in 1 quarter.
  • Drake & Associates's iShares Russell 1000 Value ETF position peaked at $203K in Q4 2025.
  • 1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Drake & Associates's 13F filing for Q1 2026, filed 13 May 2026.