Frank Rimerman Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Frank Rimerman 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	–	Sell	-1,208	Closed	-$254K	–	625
2025 Q4	$254K	Hold	1,208	–	–	0.02%	544
2025 Q3	$246K	Hold	1,208	–	–	0.02%	532
2025 Q2	$235K	Hold	1,208	–	–	0.02%	510
2025 Q1	$227K	Sell	1,208 -520	-30%	-$99K	0.02%	472
2024 Q4	$320K	Hold	1,728	–	–	0.02%	393
2024 Q3	$328K	Hold	1,728	–	–	0.02%	403
2024 Q2	$301K	Hold	1,728	–	–	0.02%	442
2024 Q1	$310K	Hold	1,728	–	–	0.06%	83
2023 Q4	$286K	Hold	1,728	–	–	0.06%	86
2023 Q3	$262K	Hold	1,728	–	–	0.06%	82
2023 Q2	$273K	Buy	+1,728	New	+$264K	0.07%	89

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Frank Rimerman Advisors's IWD Position: Q1 2026 in Review

Frank Rimerman Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 1,208 shares — an estimated $254K sold.

Frank Rimerman Advisors first reported a position in IWD in Q2 2023 and held it in 11 quarters. The position peaked at $328K in Q3 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Frank Rimerman Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Frank Rimerman Advisors sold 1,208 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $254K.
Frank Rimerman Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and held it in 11 quarters.
Frank Rimerman Advisors's iShares Russell 1000 Value ETF position peaked at $328K in Q3 2024.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.