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Forvis Mazars Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Forvis Mazars Wealth 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 		$1.4M Sell
6,549
-54
-0.8% -$11.8K 0.03% 184
2025
Q4 		$1.39M Buy
6,603
+368
+6% +$76K 0.03% 181
2025
Q3 		$1.27M Sell
6,235
-241
-4% -$47.9K 0.03% 186
2025
Q2 		$1.26M Buy
6,476
+423
+7% +$78.3K 0.03% 188
2025
Q1 		$1.14M Sell
6,053
-683
-10% -$130K 0.03% 195
2024
Q4 		$1.25M Buy
6,736
+534
+9% +$102K 0.03% 200
2024
Q3 		$1.18M Sell
6,202
-1,310
-17% -$239K 0.03% 212
2024
Q2 		$1.31M Sell
7,512
-690
-8% -$121K 0.03% 189
2024
Q1 		$1.47M Sell
8,202
-1,089
-12% -$184K 0.04% 187
2023
Q4 		$1.54M Sell
9,291
-1,225
-12% -$189K 0.04% 175
2023
Q3 		$1.6M Buy
10,516
+553
+6% +$87.7K 0.05% 168
2023
Q2 		$1.57M Sell
9,963
-1,469
-13% -$225K 0.05% 187
2023
Q1 		$1.74M Sell
11,432
-98,566
-90% -$15.2M 0.06% 160
2022
Q4 		$16.7M Buy
109,998
+1,269
+1% +$190K 0.58% 33
2022
Q3 		$14.8M Buy
108,729
+795
+0.7% +$119K 0.6% 33
2022
Q2 		$15.6M Buy
107,934
+27,244
+34% +$4.26M 0.63% 29
2022
Q1 		$13.4M Buy
80,690
+12,375
+18% +$2.03M 0.57% 23
2021
Q4 		$11.5M Buy
68,315
+3,266
+5% +$535K 0.48% 25
2021
Q3 		$10.2M Buy
65,049
+8,680
+15% +$1.39M 0.47% 25
2021
Q2 		$8.94M Buy
56,369
+43,649
+343% +$6.91M 0.42% 29
2021
Q1 		$1.93M Hold
12,720
– – 0.1% 95
2020
Q4 		$1.74M Sell
12,720
-59
-0.5% -$7.57K 0.09% 106
2020
Q3 		$1.51M Sell
12,779
-72
-0.6% -$8.54K 0.09% 109
2020
Q2 		$1.45M Sell
12,851
-55
-0.4% -$6.05K 0.09% 111
2020
Q1 		$1.28M Sell
12,906
-773
-6% -$96.3K 0.11% 97
2019
Q4 		$1.87M Hold
13,679
– – 0.13% 92
2019
Q3 		$1.75M Buy
13,679
+1,953
+17% +$248K 0.14% 91
2019
Q2 		$1.49M Sell
11,726
-1,391
-11% -$174K 0.12% 95
2019
Q1 		$1.62M Buy
13,117
+2,745
+26% +$330K 0.13% 90
2018
Q4 		$1.15M Buy
10,372
+455
+5% +$54.5K 0.12% 84
2018
Q3 		$1.26M Hold
9,917
– – 0.11% 96
2018
Q2 		$1.2M Buy
9,917
+932
+10% +$113K 0.12% 95
2018
Q1 		$1.08M Buy
8,985
+4,740
+112% +$591K 0.11% 97
2017
Q4 		$528K Hold
4,245
– – 0.05% 143
2017
Q3 		$503K Hold
4,245
– – 0.06% 138
2017
Q2 		$494K Buy
4,245
+230
+6% +$26.5K 0.06% 139
2017
Q1 		$461K Sell
4,015
-184
-4% -$21.1K 0.06% 130
2016
Q4 		$470K Hold
4,199
– – 0.06% 125
2016
Q3 		$443K Sell
4,199
-683
-14% -$72K 0.06% 121
2016
Q2 		$504K Sell
4,882
-58
-1% -$5.86K 0.07% 106
2016
Q1 		$488K Sell
4,940
-2,744
-36% -$257K 0.08% 109
2015
Q4 		$752K Sell
7,684
-493
-6% -$48.9K 0.11% 86
2015
Q3 		$763K Sell
8,177
-1,960
-19% -$195K 0.13% 76
2015
Q2 		$1.05M Sell
10,137
-1,650
-14% -$173K 0.16% 73
2015
Q1 		$1.22M Buy
+11,787
New +$1.22M 0.18% 71

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

Forvis Mazars Wealth Advisors's IWD Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.82% in Q1 2026, selling an estimated $11.8K and leaving 6,549 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #184.

Forvis Mazars Wealth Advisors first reported a position in IWD in Q1 2015 and has held it in 45 quarters since. The position peaked at $16.7M in Q4 2022. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 6,549 shares of iShares Russell 1000 Value ETF worth $1.4M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 54 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $11.8K.
  • iShares Russell 1000 Value ETF made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #184 holding.
  • Forvis Mazars Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2015 and has held it in 45 quarters since.
  • Forvis Mazars Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $16.7M in Q4 2022.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.