Focus Partners Wealth
IWD icon

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

Focus Partners Wealth’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 		$302M Buy
1,414,270
+1,462
+0.1% +$320K 0.34% 67
2025
Q4 		$297M Buy
1,412,808
+851,770
+152% +$176M 0.34% 59
2025
Q3 		$114M Buy
561,038
+64,938
+13% +$12.9M 0.18% 102
2025
Q2 		$96.4M Buy
496,100
+19,252
+4% +$3.57M 0.21% 102
2025
Q1 		$89.7M Buy
476,848
+218
+0% +$41.5K 0.22% 96
2024
Q4 		$88.2M Buy
476,630
+317,366
+199% +$60.9M 0.23% 96
2024
Q3 		$30.2M Sell
159,264
-527,272
-77% -$96.1M 0.1% 206
2024
Q2 		$120M Buy
686,536
+352,239
+105% +$61.6M 0.4% 58
2024
Q1 		$59.9M Buy
334,297
+279,565
+511% +$47.3M 0.49% 46
2023
Q4 		$9.04M Buy
+54,732
New +$8.45M 0.12% 168

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 Wealth's IWD Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares Russell 1000 Value ETF (IWD) stake by 0.1% in Q1 2026, buying an estimated $320K and bringing the position to 1,414,270 shares worth $302M. The position accounts for 0.34% of the portfolio, ranked #67.

Focus Partners Wealth first reported a position in IWD in Q4 2023 and has held it in 10 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Focus Partners Wealth held 1,414,270 shares of iShares Russell 1000 Value ETF worth $302M as of Q1 2026.
  • Focus Partners Wealth bought 1,462 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $320K.
  • iShares Russell 1000 Value ETF made up 0.34% of Focus Partners Wealth's portfolio in Q1 2026, its #67 holding.
  • Focus Partners Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.