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

Financial 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 Q3	$1.33M	Hold	6,537	–	–	0.24%	27
2025 Q2	$1.27M	Hold	6,537	–	–	0.24%	25
2025 Q1	$1.23M	Hold	6,537	–	–	0.24%	25
2024 Q4	$1.21M	Sell	6,537 -563	-8%	-$108K	0.23%	26
2024 Q3	$1.35M	Hold	7,100	–	–	0.26%	25
2024 Q2	$1.24M	Hold	7,100	–	–	0.25%	24
2024 Q1	$1.27M	Hold	7,100	–	–	0.26%	23
2023 Q4	$1.17M	Buy	7,100 +1,387	+24%	+$214K	0.26%	22
2023 Q3	$867K	Hold	5,713	–	–	0.21%	25
2023 Q2	$902K	Hold	5,713	–	–	0.21%	26
2023 Q1	$870K	Hold	5,713	–	–	0.22%	26
2022 Q4	$866K	Buy	5,713 +3,415	+149%	+$511K	0.24%	25
2022 Q3	$314K	Hold	2,298	–	–	0.11%	52
2022 Q2	$333K	Hold	2,298	–	–	0.12%	51
2022 Q1	$381K	Hold	2,298	–	–	0.12%	54
2021 Q4	$386K	Hold	2,298	–	–	0.12%	56
2021 Q3	$360K	Hold	2,298	–	–	0.12%	58
2021 Q2	$365K	Hold	2,298	–	–	0.13%	59
2021 Q1	$348K	Buy	2,298 +235	+11%	+$34K	0.14%	57
2020 Q4	$282K	Hold	2,063	–	–	0.13%	59
2020 Q3	$244K	Hold	2,063	–	–	0.13%	62
2020 Q2	$232K	Hold	2,063	–	–	0.13%	60
2020 Q1	$205K	Hold	2,063	–	–	0.14%	58
2019 Q4	$282K	Hold	2,063	–	–	0.16%	51
2019 Q3	$265K	Hold	2,063	–	–	0.16%	51
2019 Q2	$262K	Hold	2,063	–	–	0.17%	54
2019 Q1	$255K	Hold	2,063	–	–	0.17%	55
2018 Q4	$229K	Buy	+2,063	New	+$247K	0.19%	55

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Financial Advisors's IWD Position: Q3 2025 in Review

Financial Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2025 at 6,537 shares worth $1.33M. The position accounts for 0.24% of the portfolio, ranked #27.

Financial Advisors first reported a position in IWD in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.35M in Q3 2024. 1,752 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

Financial Advisors held 6,537 shares of iShares Russell 1000 Value ETF worth $1.33M as of Q3 2025.
Financial Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q3 2025.
iShares Russell 1000 Value ETF made up 0.24% of Financial Advisors's portfolio in Q3 2025, its #27 holding.
Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 28 quarters since.
Financial Advisors's iShares Russell 1000 Value ETF position peaked at $1.35M in Q3 2024.
1,752 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.