Elm Partners Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Elm Partners 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	$374K	Buy	1,785 +3	+0.2%	+$657	0.02%	114
2025 Q4	$375K	Buy	1,782 +3	+0.2%	+$620	0.02%	109
2025 Q3	$362K	Buy	1,779 +649	+57%	+$129K	0.02%	108
2025 Q2	$219K	Sell	1,130 -453	-29%	-$83.9K	0.01%	97
2025 Q1	$298K	Sell	1,583 -2	-0.1%	-$381	0.02%	59
2024 Q4	$293K	Sell	1,585 -40	-2%	-$7.67K	0.02%	61
2024 Q3	$308K	Hold	1,625	–	–	0.02%	52
2024 Q2	$284K	Sell	1,625 -56	-3%	-$9.79K	0.02%	56
2024 Q1	$301K	Buy	1,681 +209	+14%	+$35.4K	0.02%	55
2023 Q4	$243K	Sell	1,472 -444	-23%	-$68.6K	0.02%	50
2023 Q3	$291K	Sell	1,916 -26	-1%	-$4.12K	0.03%	44
2023 Q2	$307K	Buy	1,942 +44	+2%	+$6.73K	0.03%	41
2023 Q1	$289K	Sell	1,898 -143	-7%	-$22.1K	0.03%	39
2022 Q4	$310K	Buy	2,041 +216	+12%	+$32.3K	0.04%	33
2022 Q3	$248K	Buy	1,825 +419	+30%	+$63K	0.03%	34
2022 Q2	$204K	Sell	1,406 -387	-22%	-$60.5K	0.03%	32
2022 Q1	$298K	Sell	1,793 -27	-1%	-$4.43K	0.04%	31
2021 Q4	$306K	Buy	1,820 +20	+1%	+$3.28K	0.04%	32
2021 Q3	$282K	Sell	1,800 -26	-1%	-$4.17K	0.04%	34
2021 Q2	$290K	Sell	1,826 -42	-2%	-$6.65K	0.04%	35
2021 Q1	$283K	Sell	1,868 -58	-3%	-$8.39K	0.04%	35
2020 Q4	$263K	Sell	1,926 -69	-3%	-$8.85K	0.04%	36
2020 Q3	$236K	Sell	1,995 -538	-21%	-$63.8K	0.04%	36
2020 Q2	$285K	Sell	2,533 -264	-9%	-$29K	0.05%	36
2020 Q1	$277K	Sell	2,797 -3,312	-54%	-$413K	0.06%	34
2019 Q4	$784K	Sell	6,109 -2,742	-31%	-$361K	0.17%	34
2019 Q3	$1.14M	Sell	8,851 -2,532	-22%	-$322K	0.26%	32
2019 Q2	$1.45M	Sell	11,383 -74	-0.6%	-$9.26K	0.32%	32
2019 Q1	$1.42M	Sell	11,457 -147	-1%	-$17.7K	0.38%	30
2018 Q4	$1.28M	Buy	+11,604	New	+$1.39M	0.44%	23

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

Elm Partners Management's IWD Position: Q1 2026 in Review

Elm Partners Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.17% in Q1 2026, buying an estimated $657 and bringing the position to 1,785 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #114.

Elm Partners Management first reported a position in IWD in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.45M in Q2 2019. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Elm Partners Management held 1,785 shares of iShares Russell 1000 Value ETF worth $374K as of Q1 2026.
Elm Partners Management bought 3 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $657.
iShares Russell 1000 Value ETF made up 0.02% of Elm Partners Management's portfolio in Q1 2026, its #114 holding.
Elm Partners Management first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 30 quarters since.
Elm Partners Management's iShares Russell 1000 Value ETF position peaked at $1.45M in Q2 2019.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.