Everpar Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Everpar Advisors’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
2025 Q4	–	Sell	-1,192	Closed	-$243K	–	287
2025 Q3	$243K	Buy	+1,192	New	+$237K	0.1%	241
2025 Q1	–	Sell	-3,071	Closed	-$569K	–	261
2024 Q4	$569K	Buy	+3,071	New	+$589K	0.29%	86
2024 Q3	–	Sell	-2,662	Closed	-$464K	–	269
2024 Q2	$464K	Sell	2,662 -486	-15%	-$85K	0.23%	131
2024 Q1	$564K	Sell	3,148 -3,942	-56%	-$667K	0.34%	84
2023 Q4	$1.17M	Buy	+7,090	New	+$1.09M	0.55%	32

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Everpar Advisors's IWD Position: Q4 2025 in Review

Everpar Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 1,192 shares — an estimated $243K sold.

Everpar Advisors first reported a position in IWD in Q4 2023 and held it in 5 quarters. The position peaked at $1.17M in Q4 2023. 1,906 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

Everpar Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
Everpar Advisors sold 1,192 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $243K.
Everpar Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and held it in 5 quarters.
Everpar Advisors's iShares Russell 1000 Value ETF position peaked at $1.17M in Q4 2023.
1,906 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Everpar Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.