Elevate Wealth Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

Elevate Wealth Advisory’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	$1.01M	Sell	4,712 -154	-3%	-$33.7K	0.64%	28
2025 Q4	$1.02M	Buy	4,866 +4	+0.1%	+$826	0.7%	25
2025 Q3	$990K	Sell	4,862 -113	-2%	-$22.5K	0.72%	26
2025 Q2	$966K	Sell	4,975 -995	-17%	-$184K	0.69%	31
2025 Q1	$1.12M	Sell	5,970 -5	-0.1%	-$952	0.8%	26
2024 Q4	$1.11M	Sell	5,975 -15	-0.3%	-$2.88K	0.83%	27
2024 Q3	$1.14M	Sell	5,990 -202	-3%	-$36.8K	0.84%	27
2024 Q2	$1.08M	Sell	6,192 -282	-4%	-$49.3K	0.88%	26
2024 Q1	$1.16M	Buy	6,474 +6	+0.1%	+$1.01K	1.01%	27
2023 Q4	$1.07M	Buy	+6,468	New	+$999K	0.98%	28

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

Elevate Wealth Advisory's IWD Position: Q1 2026 in Review

Elevate Wealth Advisory reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.2% in Q1 2026, selling an estimated $33.7K and leaving 4,712 shares worth $1.01M. The position accounts for 0.64% of the portfolio, ranked #28.

Elevate Wealth Advisory first reported a position in IWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.16M in Q1 2024. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Elevate Wealth Advisory held 4,712 shares of iShares Russell 1000 Value ETF worth $1.01M as of Q1 2026.
Elevate Wealth Advisory sold 154 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $33.7K.
iShares Russell 1000 Value ETF made up 0.64% of Elevate Wealth Advisory's portfolio in Q1 2026, its #28 holding.
Elevate Wealth Advisory first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's iShares Russell 1000 Value ETF position peaked at $1.16M in Q1 2024.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.