Dynamic Wealth Strategies’s iShares Russell 1000 Value ETF IWD Stock Holding History

Dynamic Wealth Strategies’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	$21.4K	Hold	100	–	–	0.01%	196
2025 Q4	$21K	Sell	100 -45	-31%	-$9.29K	0.01%	180
2025 Q3	$29.5K	Hold	145	–	–	0.02%	150
2025 Q2	$28.2K	Hold	145	–	–	0.02%	148
2025 Q1	$27.3K	Buy	+145	New	+$27.6K	0.02%	165
2024 Q4	–	Sell	-145	Closed	-$28K	–	148
2024 Q3	$28K	Hold	145	–	–	0.02%	166
2024 Q2	$25K	Sell	145 -141	-49%	-$24.7K	0.02%	150
2024 Q1	$51K	Hold	286	–	–	0.04%	125
2023 Q4	$47.3K	Buy	+286	New	+$44.2K	0.04%	125

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Dynamic Wealth Strategies's IWD Position: Q1 2026 in Review

Dynamic Wealth Strategies held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 100 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #196.

Dynamic Wealth Strategies first reported a position in IWD in Q4 2023 and has held it in 9 quarters since. The position peaked at $51K in Q1 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Dynamic Wealth Strategies held 100 shares of iShares Russell 1000 Value ETF worth $21.4K as of Q1 2026.
Dynamic Wealth Strategies left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.01% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #196 holding.
Dynamic Wealth Strategies first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 9 quarters since.
Dynamic Wealth Strategies's iShares Russell 1000 Value ETF position peaked at $51K in Q1 2024.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.