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

Evelyn Partners Asset 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	$557K	Buy	2,607 +1,860	+249%	+$407K	0.14%	74
2025 Q4	$157K	Hold	747	–	–	0.04%	116
2025 Q3	$152K	Hold	747	–	–	0.03%	110
2025 Q2	$145K	Hold	747	–	–	0.04%	104
2025 Q1	$141K	Hold	747	–	–	0.04%	106
2024 Q4	$138K	Buy	+747	New	+$143K	0.04%	107

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

Evelyn Partners Asset Management's IWD Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its iShares Russell 1000 Value ETF (IWD) stake by 249% in Q1 2026, buying an estimated $407K and bringing the position to 2,607 shares worth $557K. The position accounts for 0.14% of the portfolio, ranked #74.

Evelyn Partners Asset Management first reported a position in IWD in Q4 2024 and has held it in 6 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Evelyn Partners Asset Management held 2,607 shares of iShares Russell 1000 Value ETF worth $557K as of Q1 2026.
Evelyn Partners Asset Management bought 1,860 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $407K.
iShares Russell 1000 Value ETF made up 0.14% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #74 holding.
Evelyn Partners Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 6 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.