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

Elk River 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
2026 Q1	$305K	Sell	1,429 -233	-14%	-$51K	0.05%	88
2025 Q4	$350K	Sell	1,662 -18	-1%	-$3.72K	0.06%	83
2025 Q3	$342K	Hold	1,680	–	–	0.05%	83
2025 Q2	$326K	Sell	1,680 -47	-3%	-$8.71K	0.06%	81
2025 Q1	$325K	Hold	1,727	–	–	0.06%	81
2024 Q4	$320K	Sell	1,727 -476	-22%	-$91.3K	0.06%	84
2024 Q3	$418K	Sell	2,203 -27	-1%	-$4.92K	0.08%	76
2024 Q2	$389K	Sell	2,230 -70	-3%	-$12.2K	0.08%	69
2024 Q1	$412K	Hold	2,300	–	–	0.08%	75
2023 Q4	$380K	Sell	2,300 -1,159	-34%	-$179K	0.07%	87
2023 Q3	$529K	Hold	3,459	–	–	0.12%	68
2023 Q2	$546K	Sell	3,459 -2,788	-45%	-$426K	0.12%	68
2023 Q1	$951K	Sell	6,247 -430	-6%	-$66.4K	0.22%	53
2022 Q4	$1.01M	Sell	6,677 -404	-6%	-$60.5K	0.25%	57
2022 Q3	$963K	Buy	7,081 +5,150	+267%	+$774K	0.25%	57
2022 Q2	$280K	Sell	1,931 -167	-8%	-$26.1K	0.07%	91
2022 Q1	$348K	Hold	2,098	–	–	0.08%	94
2021 Q4	$352K	Hold	2,098	–	–	0.08%	102
2021 Q3	$328K	Hold	2,098	–	–	0.08%	96
2021 Q2	$333K	Hold	2,098	–	–	0.09%	95
2021 Q1	$318K	Hold	2,098	–	–	0.09%	96
2020 Q4	$287K	Buy	+2,098	New	+$269K	0.09%	99

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

Elk River Wealth Management's IWD Position: Q1 2026 in Review

Elk River Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 14% in Q1 2026, selling an estimated $51K and leaving 1,429 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #88.

Elk River Wealth Management first reported a position in IWD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.01M in Q4 2022. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Elk River Wealth Management held 1,429 shares of iShares Russell 1000 Value ETF worth $305K as of Q1 2026.
Elk River Wealth Management sold 233 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $51K.
iShares Russell 1000 Value ETF made up 0.05% of Elk River Wealth Management's portfolio in Q1 2026, its #88 holding.
Elk River Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 22 quarters since.
Elk River Wealth Management's iShares Russell 1000 Value ETF position peaked at $1.01M in Q4 2022.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.