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

FourThought Financial Partners’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 		$207K Sell
968
-270
-22% -$59.1K 0.02% 360
2025
Q4 		$260K Sell
1,238
-3
-0.2% -$620 0.02% 370
2025
Q3 		$253K Sell
1,241
-82
-6% -$16.3K 0.02% 401
2025
Q2 		$257K Sell
1,323
-90
-6% -$16.7K 0.03% 257
2025
Q1 		$266K Buy
1,413
+247
+21% +$47K 0.03% 257
2024
Q4 		$216K Hold
1,166
– – 0.02% 297
2024
Q3 		$221K Sell
1,166
-39
-3% -$7.11K 0.03% 167
2024
Q2 		$210K Sell
1,205
-949
-44% -$166K 0.03% 175
2024
Q1 		$386K Sell
2,154
-243
-10% -$41.1K 0.04% 221
2023
Q4 		$396K Buy
2,397
+57
+2% +$8.8K 0.05% 216
2023
Q3 		$355K Buy
2,340
+72
+3% +$11.4K 0.05% 218
2023
Q2 		$358K Sell
2,268
-195
-8% -$29.8K 0.05% 225
2023
Q1 		$375K Sell
2,463
-2,397
-49% -$370K 0.05% 219
2022
Q4 		$737K Buy
+4,860
New +$727K 0.11% 146

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

FourThought Financial Partners's IWD Position: Q1 2026 in Review

FourThought Financial Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 22% in Q1 2026, selling an estimated $59.1K and leaving 968 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #360.

FourThought Financial Partners first reported a position in IWD in Q4 2022 and has held it in 14 quarters since. The position peaked at $737K in Q4 2022. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • FourThought Financial Partners held 968 shares of iShares Russell 1000 Value ETF worth $207K as of Q1 2026.
  • FourThought Financial Partners sold 270 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $59.1K.
  • iShares Russell 1000 Value ETF made up 0.02% of FourThought Financial Partners's portfolio in Q1 2026, its #360 holding.
  • FourThought Financial Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 14 quarters since.
  • FourThought Financial Partners's iShares Russell 1000 Value ETF position peaked at $737K in Q4 2022.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.