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Focus Partners Advisor Solutions’s iShares Russell 1000 Value ETF IWD Stock Holding History

Focus Partners Advisor Solutions’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 		$3.82M Sell
17,887
-1,583
-8% -$347K 0.04% 218
2025
Q4 		$4.1M Sell
19,470
-6,453
-25% -$1.33M 0.05% 182
2025
Q3 		$5.31M Buy
25,923
+6,380
+33% +$1.27M 0.06% 166
2025
Q2 		$3.8M Sell
19,543
-4,719
-19% -$874K 0.05% 170
2025
Q1 		$4.57M Buy
24,262
+4,624
+24% +$881K 0.07% 144
2024
Q4 		$3.64M Buy
19,638
+1,241
+7% +$238K 0.06% 150
2024
Q3 		$3.49M Buy
18,397
+345
+2% +$62.9K 0.07% 131
2024
Q2 		$3.15M Sell
18,052
-1,990
-10% -$348K 0.08% 120
2024
Q1 		$3.59M Buy
20,042
+8,595
+75% +$1.45M 0.1% 107
2023
Q4 		$1.89M Sell
11,447
-1,074
-9% -$166K 0.09% 106
2023
Q3 		$1.9M Sell
12,521
-141
-1% -$22.4K 0.09% 107
2023
Q2 		$2M Buy
12,662
+5
+0% +$764 0.11% 88
2023
Q1 		$1.93M Sell
12,657
-2,565
-17% -$396K 0.12% 77
2022
Q4 		$2.31M Buy
15,222
+2,384
+19% +$357K 0.18% 71
2022
Q3 		$1.75M Buy
12,838
+5,446
+74% +$818K 0.1% 100
2022
Q2 		$1.07M Buy
7,392
+2,000
+37% +$313K 0.09% 106
2022
Q1 		$895K Buy
+5,392
New +$886K 0.09% 115

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

Focus Partners Advisor Solutions's IWD Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its iShares Russell 1000 Value ETF (IWD) stake by 8.1% in Q1 2026, selling an estimated $347K and leaving 17,887 shares worth $3.82M. The position accounts for 0.04% of the portfolio, ranked #218.

Focus Partners Advisor Solutions first reported a position in IWD in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.31M in Q3 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Focus Partners Advisor Solutions held 17,887 shares of iShares Russell 1000 Value ETF worth $3.82M as of Q1 2026.
  • Focus Partners Advisor Solutions sold 1,583 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $347K.
  • iShares Russell 1000 Value ETF made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #218 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 17 quarters since.
  • Focus Partners Advisor Solutions's iShares Russell 1000 Value ETF position peaked at $5.31M in Q3 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.