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

FSC 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
2025 Q2	–	Sell	-116	Closed	-$21.8K	–	161
2025 Q1	$21.8K	Hold	116	–	–	0.01%	157
2024 Q4	$21.5K	Hold	116	–	–	0.01%	161
2024 Q3	$22K	Hold	116	–	–	0.02%	157
2024 Q2	$20.2K	Hold	116	–	–	0.01%	150
2024 Q1	$20.8K	Sell	116 -34,604	-100%	-$5.86M	0.01%	151
2023 Q4	$5.74M	Buy	34,720 +34,604	+29,831%	+$5.34M	4.2%	9
2023 Q3	$17.6K	Hold	116	–	–	0.02%	132
2023 Q2	$18.3K	Hold	116	–	–	0.02%	113
2023 Q1	$17.7K	Hold	116	–	–	0.03%	94
2022 Q4	$17.6K	Hold	116	–	–	0.03%	90
2022 Q3	$16K	Hold	116	–	–	0.15%	87
2022 Q2	$17K	Hold	116	–	–	0.15%	86
2022 Q1	$19K	Hold	116	–	–	0.02%	99
2021 Q4	$19K	Buy	+116	New	+$19K	0.01%	110

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSC Wealth Advisors's IWD Position: Q2 2025 in Review

FSC Wealth Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 116 shares — an estimated $21.8K sold.

FSC Wealth Advisors first reported a position in IWD in Q4 2021 and held it in 14 quarters. The position peaked at $5.74M in Q4 2023. 1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

FSC Wealth Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 116 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $21.8K.
FSC Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 14 quarters.
FSC Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $5.74M in Q4 2023.
1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.