Eagle Bay Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Eagle Bay 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	-169	Closed	-$35.5K	–	194
2025 Q4	$35.5K	Buy	+169	New	+$34.9K	0.03%	175
2025 Q1	–	Sell	-171	Closed	-$31.7K	–	545
2024 Q4	$31.7K	Hold	171	–	–	0.02%	401
2024 Q3	$32.5K	Buy	+171	New	+$31.2K	0.01%	530
2022 Q2	–	Sell	-3,115	Closed	-$517K	–	1145
2022 Q1	$517K	Hold	3,115	–	–	0.42%	40
2021 Q4	$523K	Buy	+3,115	New	+$510K	0.33%	47

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

Eagle Bay Advisors's IWD Position: Q1 2026 in Review

Eagle Bay Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 169 shares — an estimated $35.5K sold.

Eagle Bay Advisors first reported a position in IWD in Q4 2021 and held it in 5 quarters. The position peaked at $523K in Q4 2021. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Eagle Bay Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Eagle Bay Advisors sold 169 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $35.5K.
Eagle Bay Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 5 quarters.
Eagle Bay Advisors's iShares Russell 1000 Value ETF position peaked at $523K in Q4 2021.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.