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

Francis Financial’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 		– Sell
-1,048
Closed -$203K – 133
2025
Q2 		$203K Buy
+1,048
New +$194K 0.05% 93
2018
Q1 		$281K Hold
2,340
– – 0.65% 16
2017
Q4 		$291K Buy
+2,340
New +$284K 0.63% 18

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Francis Financial's IWD Position: Q3 2025 in Review

Francis Financial sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2025, closing a stake of 1,048 shares — an estimated $203K sold.

Francis Financial first reported a position in IWD in Q4 2017 and held it in 3 quarters. The position peaked at $291K in Q4 2017. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

  • Francis Financial reported no remaining iShares Russell 1000 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Francis Financial sold 1,048 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $203K.
  • Francis Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and held it in 3 quarters.
  • Francis Financial's iShares Russell 1000 Value ETF position peaked at $291K in Q4 2017.
  • 1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Francis Financial's 13F filing for Q3 2025, filed 6 Nov 2025.