Empire Financial Management Company’s iShares Russell 1000 Value ETF IWD Stock Holding History

Empire Financial Management Company’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	$761K	Hold	3,562	–	–	0.17%	129
2025 Q4	$749K	Sell	3,562 -40	-1%	-$8.26K	0.16%	127
2025 Q3	$733K	Sell	3,602 -50	-1%	-$9.95K	0.17%	127
2025 Q2	$709K	Sell	3,652 -106	-3%	-$19.6K	0.2%	124
2025 Q1	$707K	Hold	3,758	–	–	0.22%	116
2024 Q4	$696K	Hold	3,758	–	–	0.22%	121
2024 Q3	$713K	Hold	3,758	–	–	0.22%	121
2024 Q2	$656K	Sell	3,758 -80	-2%	-$14K	0.22%	120
2024 Q1	$687K	Hold	3,838	–	–	0.23%	117
2023 Q4	$634K	Hold	3,838	–	–	0.25%	104
2023 Q3	$583K	Hold	3,838	–	–	0.25%	103
2023 Q2	$606K	Sell	3,838 -219	-5%	-$33.5K	0.24%	104
2023 Q1	$618K	Buy	+4,057	New	+$627K	0.25%	100

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

Empire Financial Management Company's IWD Position: Q1 2026 in Review

Empire Financial Management Company held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 3,562 shares worth $761K. The position accounts for 0.17% of the portfolio, ranked #129.

Empire Financial Management Company first reported a position in IWD in Q1 2023 and has held it in 13 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Empire Financial Management Company held 3,562 shares of iShares Russell 1000 Value ETF worth $761K as of Q1 2026.
Empire Financial Management Company left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.17% of Empire Financial Management Company's portfolio in Q1 2026, its #129 holding.
Empire Financial Management Company first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 13 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.