Echo Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Echo Wealth Management’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 Q4	–	Sell	-1,423	Closed	-$290K	–	47
2025 Q3	$290K	Hold	1,423	–	–	0.17%	40
2025 Q2	$276K	Sell	1,423 -5	-0.4%	-$926	0.17%	41
2025 Q1	$269K	Sell	1,428 -7	-0.5%	-$1.33K	0.18%	41
2024 Q4	$266K	Hold	1,435	–	–	0.18%	41
2024 Q3	$272K	Sell	1,435 -173	-11%	-$31.5K	0.19%	38
2024 Q2	$281K	Sell	1,608 -11	-0.7%	-$1.92K	0.21%	37
2024 Q1	$290K	Sell	1,619 -381	-19%	-$64.5K	0.24%	35
2023 Q4	$332K	Sell	2,000 -1,151	-37%	-$178K	0.31%	32
2023 Q3	$478K	Sell	3,151 -142	-4%	-$22.5K	0.52%	26
2023 Q2	$524K	Sell	3,293 -501	-13%	-$76.6K	0.57%	26
2023 Q1	$578K	Sell	3,794 -311	-8%	-$48K	0.64%	25
2022 Q4	$651K	Sell	4,105 -2,084	-34%	-$312K	0.69%	26
2022 Q3	$896K	Sell	6,189 -247	-4%	-$37.1K	1.18%	22
2022 Q2	$951K	Sell	6,436 -87	-1%	-$13.6K	1.27%	20
2022 Q1	$1.08M	Sell	6,523 -85	-1%	-$14K	1.27%	20
2021 Q4	$1.12M	Sell	6,608 -201	-3%	-$32.9K	1.28%	22
2021 Q3	$1.09M	Sell	6,809 -70	-1%	-$11.2K	1.3%	21
2021 Q2	$1.08M	Sell	6,879 -318	-4%	-$50.3K	1.38%	19
2021 Q1	$1.09M	Sell	7,197 -1,568	-18%	-$227K	1.37%	21
2020 Q4	$1.2M	Buy	+8,765	New	+$1.12M	1.57%	17

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Echo Wealth Management's IWD Position: Q4 2025 in Review

Echo Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 1,423 shares — an estimated $290K sold.

Echo Wealth Management first reported a position in IWD in Q4 2020 and held it in 20 quarters. The position peaked at $1.2M in Q4 2020. 1,907 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

Echo Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
Echo Wealth Management sold 1,423 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $290K.
Echo Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and held it in 20 quarters.
Echo Wealth Management's iShares Russell 1000 Value ETF position peaked at $1.2M in Q4 2020.
1,907 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Echo Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.