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FSA Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

FSA Wealth Management’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 		$54.5M Buy
267,641
+1,532
+0.6% +$305K 19.93% 2
2025
Q2 		$51.7M Buy
266,109
+5,076
+2% +$940K 20.16% 2
2025
Q1 		$49.1M Buy
261,033
+7,140
+3% +$1.36M 20.85% 2
2024
Q4 		$47M Sell
253,893
-1,133
-0.4% -$217K 19.08% 2
2024
Q3 		$48.4M Buy
+255,026
New +$46.5M 19.34% 2
2024
Q1 		$44.6M Buy
249,131
+7,165
+3% +$1.21M 19.42% 2
2023
Q4 		$40M Buy
241,966
+1,575
+0.7% +$243K 18.97% 2
2023
Q3 		$36.5M Buy
240,391
+2,841
+1% +$451K 20.42% 2
2023
Q2 		$37.5M Buy
237,550
+3,144
+1% +$481K 20.24% 2
2023
Q1 		$35.7M Buy
234,406
+1,902
+0.8% +$294K 20.72% 2
2022
Q4 		$35.3M Buy
232,504
+23,527
+11% +$3.52M 20.52% 1
2022
Q3 		$28.4M Buy
208,977
+149,151
+249% +$22.4M 19.88% 2
2022
Q2 		$8.67M Sell
59,826
-132,859
-69% -$20.8M 24.05% 1
2022
Q1 		$32.4M Hold
192,685
– – 18.85% 2
2021
Q4 		$32.4M Buy
192,685
+1,482
+0.8% +$243K 18.85% 2
2021
Q3 		$29.9M Buy
191,203
+5,031
+3% +$807K 18.61% 2
2021
Q2 		$29.5M Buy
186,172
+4,989
+3% +$790K 18.54% 2
2021
Q1 		$27.5M Sell
181,183
-49,723
-22% -$7.19M 18.37% 2
2020
Q4 		$31.6M Buy
230,906
+25,777
+13% +$3.31M 15.79% 2
2020
Q3 		$24.2M Buy
205,129
+25,120
+14% +$2.98M 15.57% 2
2020
Q2 		$20.3M Buy
180,009
+17,532
+11% +$1.93M 13.79% 2
2020
Q1 		$16.1M Buy
162,477
+12,293
+8% +$1.53M 13.5% 2
2019
Q4 		$20.5M Buy
+150,184
New +$19.8M 14.45% 2

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

FSA Wealth Management's IWD Position: Q3 2025 in Review

FSA Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.58% in Q3 2025, buying an estimated $305K and bringing the position to 267,641 shares worth $54.5M. The position accounts for 19.93% of the portfolio, ranked #2.

FSA Wealth Management first reported a position in IWD in Q4 2019 and has held it in 23 quarters since. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

  • FSA Wealth Management held 267,641 shares of iShares Russell 1000 Value ETF worth $54.5M as of Q3 2025.
  • FSA Wealth Management bought 1,532 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $305K.
  • iShares Russell 1000 Value ETF made up 19.93% of FSA Wealth Management's portfolio in Q3 2025, its #2 holding.
  • FSA Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.