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

Evermay 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	$3.07M	Buy	14,368 +255	+2%	+$55.8K	0.34%	34
2025 Q4	$2.97M	Sell	14,113 -98	-0.7%	-$20.2K	0.33%	35
2025 Q3	$2.89M	Sell	14,211 -376	-3%	-$74.8K	0.33%	36
2025 Q2	$2.83M	Sell	14,587 -993	-6%	-$184K	0.35%	35
2025 Q1	$2.93M	Sell	15,580 -57	-0.4%	-$10.9K	0.39%	30
2024 Q4	$2.89M	Hold	15,637	–	–	0.44%	33
2024 Q3	$2.97M	Sell	15,637 -249	-2%	-$45.4K	0.48%	30
2024 Q2	$2.77M	Sell	15,886 -118	-0.7%	-$20.6K	0.44%	34
2024 Q1	$2.87M	Sell	16,004 -48	-0.3%	-$8.12K	0.43%	33
2023 Q4	$2.65M	Sell	16,052 -430	-3%	-$66.4K	0.49%	24
2023 Q3	$2.52M	Sell	16,482 -286	-2%	-$45.4K	0.51%	24
2023 Q2	$2.65M	Buy	16,768 +33	+0.2%	+$5.04K	0.51%	22
2023 Q1	$2.55M	Sell	16,735 -328	-2%	-$50.7K	0.51%	23
2022 Q4	$2.59M	Hold	17,063	–	–	0.53%	23
2022 Q3	$2.32M	Buy	17,063 +1,280	+8%	+$192K	0.46%	25
2022 Q2	$2.29M	Sell	15,783 -180	-1%	-$28.2K	0.44%	25
2022 Q1	$2.65M	Buy	15,963 +12,889	+419%	+$2.12M	0.44%	28
2021 Q4	$516K	Sell	3,074 -500	-14%	-$81.9K	0.09%	96
2021 Q3	$559K	Hold	3,574	–	–	0.11%	76
2021 Q2	$567K	Sell	3,574 -160	-4%	-$25.3K	0.11%	86
2021 Q1	$566K	Sell	3,734 -238	-6%	-$34.4K	0.11%	80
2020 Q4	$543K	Hold	3,972	–	–	0.12%	81
2020 Q3	$469K	Hold	3,972	–	–	0.12%	81
2020 Q2	$447K	Hold	3,972	–	–	0.12%	85
2020 Q1	$394K	Hold	3,972	–	–	0.12%	85
2019 Q4	$542K	Hold	3,972	–	–	0.13%	83
2019 Q3	$509K	Hold	3,972	–	–	0.14%	77
2019 Q2	$505K	Hold	3,972	–	–	0.14%	72
2019 Q1	$491K	Hold	3,972	–	–	0.14%	76
2018 Q4	$441K	Buy	3,972 +27	+0.7%	+$3.24K	0.14%	71
2018 Q3	$500K	Hold	3,945	–	–	0.16%	71
2018 Q2	$479K	Hold	3,945	–	–	0.16%	74
2018 Q1	$473K	Hold	3,945	–	–	0.16%	70
2017 Q4	$491K	Hold	3,945	–	–	0.18%	64
2017 Q3	$468K	Hold	3,945	–	–	0.2%	46
2017 Q2	$459K	Hold	3,945	–	–	0.2%	42
2017 Q1	$453K	Hold	3,945	–	–	0.2%	43
2016 Q4	$442K	Hold	3,945	–	–	0.22%	37
2016 Q3	$417K	Hold	3,945	–	–	0.21%	41
2016 Q2	$407K	Hold	3,945	–	–	0.21%	43
2016 Q1	$390K	Sell	3,945 -182	-4%	-$17.1K	0.22%	42
2015 Q4	$404K	Hold	4,127	–	–	0.24%	40
2015 Q3	$385K	Hold	4,127	–	–	0.23%	41
2015 Q2	$426K	Buy	4,127 +182	+5%	+$19.1K	0.25%	37
2015 Q1	$407K	Hold	3,945	–	–	0.24%	44
2014 Q4	$412K	Hold	3,945	–	–	0.27%	50
2014 Q3	$395K	Hold	3,945	–	–	0.34%	48
2014 Q2	$400K	Hold	3,945	–	–	0.35%	44
2014 Q1	$381K	Hold	3,945	–	–	0.41%	36
2013 Q4	$372K	Buy	+3,945	New	+$358K	0.52%	30

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

Evermay Wealth Management's IWD Position: Q1 2026 in Review

Evermay Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 1.8% in Q1 2026, buying an estimated $55.8K and bringing the position to 14,368 shares worth $3.07M. The position accounts for 0.34% of the portfolio, ranked #34.

Evermay Wealth Management first reported a position in IWD in Q4 2013 and has held it in 50 quarters since. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Evermay Wealth Management held 14,368 shares of iShares Russell 1000 Value ETF worth $3.07M as of Q1 2026.
Evermay Wealth Management bought 255 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $55.8K.
iShares Russell 1000 Value ETF made up 0.34% of Evermay Wealth Management's portfolio in Q1 2026, its #34 holding.
Evermay Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and has held it in 50 quarters since.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.