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

Evolution Wealth 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
2026 Q1	–	Sell	-2,098	Closed	-$441K	–	181
2025 Q4	$441K	Hold	2,098	–	–	0.04%	108
2025 Q3	$427K	Hold	2,098	–	–	0.06%	108
2025 Q2	$407K	Sell	2,098 -529	-20%	-$98K	0.06%	110
2025 Q1	$494K	Buy	+2,627	New	+$500K	0.08%	90
2021 Q4	–	Sell	-591	Closed	-$92K	–	391
2021 Q3	$92K	Buy	+591	New	+$94.8K	0.02%	155
2020 Q1	–	Sell	-1,580	Closed	-$216K	–	487
2019 Q4	$216K	Buy	+1,580	New	+$208K	0.05%	75

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

Evolution Wealth Advisors's IWD Position: Q1 2026 in Review

Evolution Wealth Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 2,098 shares — an estimated $441K sold.

Evolution Wealth Advisors first reported a position in IWD in Q4 2019 and held it in 6 quarters. The position peaked at $494K in Q1 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Evolution Wealth Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Evolution Wealth Advisors sold 2,098 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $441K.
Evolution Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 6 quarters.
Evolution Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $494K in Q1 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.