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

Future Financial 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 Q4	–	Sell	-300	Closed	-$61.1K	–	266
2025 Q3	$61.1K	Hold	300	–	–	0.04%	229
2025 Q2	$58.3K	Hold	300	–	–	0.04%	222
2025 Q1	$56.4K	Hold	300	–	–	0.04%	223
2024 Q4	$55.5K	Hold	300	–	–	0.04%	227
2024 Q3	$56.9K	Buy	+300	New	+$54.7K	0.04%	240
2024 Q2	–	Sell	-487	Closed	-$87.2K	–	275
2024 Q1	$87.2K	Buy	+487	New	+$82.4K	0.07%	185
2022 Q2	–	Sell	-300	Closed	-$50K	–	289
2022 Q1	$50K	Hold	300	–	–	0.04%	266
2021 Q4	$51K	Buy	+300	New	+$49.2K	0.04%	272

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Future Financial Wealth Management's IWD Position: Q4 2025 in Review

Future Financial Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 300 shares — an estimated $61.1K sold.

Future Financial Wealth Management first reported a position in IWD in Q4 2021 and held it in 8 quarters. The position peaked at $87.2K in Q1 2024. 1,909 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

Future Financial Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 300 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $61.1K.
Future Financial Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's iShares Russell 1000 Value ETF position peaked at $87.2K in Q1 2024.
1,909 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.