FAS Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

FAS Wealth Partners’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	$2.26M	Buy	10,592 +89	+0.8%	+$19.5K	0.14%	124
2025 Q4	$2.21M	Buy	10,503 +9	+0.1%	+$1.86K	0.14%	124
2025 Q3	$2.14M	Sell	10,494 -428	-4%	-$85.1K	0.14%	119
2025 Q2	$2.12M	Buy	10,922 +277	+3%	+$51.3K	0.16%	117
2025 Q1	$2M	Sell	10,645 -140	-1%	-$26.7K	0.16%	115
2024 Q4	$2M	Sell	10,785 -193	-2%	-$37K	0.17%	113
2024 Q3	$2.08M	Sell	10,978 -7	-0.1%	-$1.27K	0.17%	113
2024 Q2	$1.92M	Sell	10,985 -72	-0.7%	-$12.6K	0.17%	113
2024 Q1	$1.98M	Sell	11,057 -93	-0.8%	-$15.7K	0.18%	112
2023 Q4	$1.84M	Sell	11,150 -821	-7%	-$127K	0.18%	114
2023 Q3	$1.82M	Sell	11,971 -10	-0.1%	-$1.59K	0.19%	102
2023 Q2	$1.89M	Buy	11,981 +418	+4%	+$63.9K	0.24%	90
2023 Q1	$1.76M	Buy	11,563 +157	+1%	+$24.2K	0.19%	103
2022 Q4	$1.73M	Sell	11,406 -41	-0.4%	-$6.14K	0.2%	105
2022 Q3	$1.56M	Buy	11,447 +1,064	+10%	+$160K	0.17%	102
2022 Q2	$1.5M	Buy	10,383 +139	+1%	+$21.7K	0.16%	98
2022 Q1	$1.7M	Buy	10,244 +111	+1%	+$18.2K	0.16%	90
2021 Q4	$1.7M	Buy	10,133 +179	+2%	+$29.3K	0.16%	92
2021 Q3	$1.56M	Hold	9,954	–	–	0.15%	93
2021 Q2	$1.58M	Buy	9,954 +50	+0.5%	+$7.92K	0.15%	94
2021 Q1	$1.5M	Sell	9,904 -111	-1%	-$16.1K	0.16%	95
2020 Q4	$1.37M	Sell	10,015 -77	-0.8%	-$9.88K	0.16%	95
2020 Q3	$1.19M	Sell	10,092 -217	-2%	-$25.7K	0.16%	98
2020 Q2	$1.16M	Buy	10,309 +63	+0.6%	+$6.93K	0.17%	93
2020 Q1	$1.02M	Sell	10,246 -5,563	-35%	-$693K	0.18%	96
2019 Q4	$2.16M	Buy	15,809 +132	+0.8%	+$17.4K	0.36%	52
2019 Q3	$2.01M	Sell	15,677 -195	-1%	-$24.8K	0.36%	51
2019 Q2	$2.02M	Buy	15,872 +1,290	+9%	+$161K	0.38%	53
2019 Q1	$1.8M	Sell	14,582 -145	-1%	-$17.4K	0.35%	59
2018 Q4	$1.64M	Buy	14,727 +12,121	+465%	+$1.45M	0.37%	57
2018 Q3	$330K	Hold	2,606	–	–	0.08%	144
2018 Q2	$316K	Hold	2,606	–	–	0.08%	144
2018 Q1	$313K	Sell	2,606 -2	-0.1%	-$249	0.09%	139
2017 Q4	$324K	Hold	2,608	–	–	0.09%	139
2017 Q3	$309K	Hold	2,608	–	–	0.09%	137
2017 Q2	$304K	Hold	2,608	–	–	0.09%	133
2017 Q1	$300K	Hold	2,608	–	–	0.09%	131
2016 Q4	$292K	Hold	2,608	–	–	0.09%	126
2016 Q3	$275K	Hold	2,608	–	–	0.09%	123
2016 Q2	$269K	Sell	2,608 -56	-2%	-$5.65K	0.1%	123
2016 Q1	$263K	Hold	2,664	–	–	0.14%	103
2015 Q4	$261K	Hold	2,664	–	–	0.13%	102
2015 Q3	$248K	Hold	2,664	–	–	0.14%	89
2015 Q2	$275K	Hold	2,664	–	–	0.14%	84
2015 Q1	$275K	Sell	2,664 -1	-0%	-$104	0.14%	78
2014 Q4	$278K	Sell	2,665 -616	-19%	-$62.8K	0.15%	71
2014 Q3	$328K	Buy	+3,281	New	+$332K	0.19%	57

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

FAS Wealth Partners's IWD Position: Q1 2026 in Review

FAS Wealth Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 0.85% in Q1 2026, buying an estimated $19.5K and bringing the position to 10,592 shares worth $2.26M. The position accounts for 0.14% of the portfolio, ranked #124.

FAS Wealth Partners first reported a position in IWD in Q3 2014 and has held it in 47 quarters since. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

FAS Wealth Partners held 10,592 shares of iShares Russell 1000 Value ETF worth $2.26M as of Q1 2026.
FAS Wealth Partners bought 89 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $19.5K.
iShares Russell 1000 Value ETF made up 0.14% of FAS Wealth Partners's portfolio in Q1 2026, its #124 holding.
FAS Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2014 and has held it in 47 quarters since.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.