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

Fiducient 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 		$1.06M Sell
4,947
-96
-2% -$21K 0.14% 75
2025
Q4 		$1.06M Sell
5,043
-2,086
-29% -$431K 0.13% 83
2025
Q3 		$1.45M Buy
7,129
+532
+8% +$106K 0.17% 70
2025
Q2 		$1.28M Sell
6,597
-50
-0.8% -$9.26K 0.16% 72
2025
Q1 		$1.25M Buy
6,647
+676
+11% +$129K 0.16% 69
2024
Q4 		$1.11M Sell
5,971
-493
-8% -$94.6K 0.14% 68
2024
Q3 		$1.23M Sell
6,464
-2,118
-25% -$386K 0.14% 64
2024
Q2 		$1.5M Buy
8,582
+3,865
+82% +$676K 0.21% 42
2024
Q1 		$845K Buy
4,717
+1,058
+29% +$179K 0.17% 60
2023
Q4 		$605K Sell
3,659
-6,463
-64% -$998K 0.11% 64
2023
Q3 		$1.55M Buy
10,122
+4,225
+72% +$670K 0.09% 34
2023
Q2 		$931K Buy
5,897
+448
+8% +$68.5K 0.28% 26
2023
Q1 		$830K Sell
5,449
-79
-1% -$12.2K 0.27% 26
2022
Q4 		$838K Sell
5,528
-1,085
-16% -$162K 0.25% 53
2022
Q3 		$899K Sell
6,613
-90
-1% -$13.5K 0.43% 20
2022
Q2 		$972K Sell
6,703
-761
-10% -$119K 0.37% 30
2022
Q1 		$1.24M Sell
7,464
-5,981
-44% -$982K 0.47% 19
2021
Q4 		$2.26M Sell
13,445
-2,183
-14% -$358K 0.68% 17
2021
Q3 		$2.45M Buy
+15,628
New +$2.51M 0.74% 17

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fiducient Advisors's IWD Position: Q1 2026 in Review

Fiducient Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.9% in Q1 2026, selling an estimated $21K and leaving 4,947 shares worth $1.06M. The position accounts for 0.14% of the portfolio, ranked #75.

Fiducient Advisors first reported a position in IWD in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.45M in Q3 2021. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Fiducient Advisors held 4,947 shares of iShares Russell 1000 Value ETF worth $1.06M as of Q1 2026.
  • Fiducient Advisors sold 96 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $21K.
  • iShares Russell 1000 Value ETF made up 0.14% of Fiducient Advisors's portfolio in Q1 2026, its #75 holding.
  • Fiducient Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and has held it in 19 quarters since.
  • Fiducient Advisors's iShares Russell 1000 Value ETF position peaked at $2.45M in Q3 2021.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.