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

GeoWealth 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	–	Sell	-100	Closed	-$19.4K	–	996
2025 Q2	$19.4K	Buy	100 +32	+47%	+$5.93K	﹤0.01%	1063
2025 Q1	$12.8K	Buy	+68	New	+$12.9K	﹤0.01%	991
2024 Q3	–	Sell	-1,586	Closed	-$277K	–	1712
2024 Q2	$277K	Buy	+1,586	New	+$277K	0.01%	605
2023 Q4	–	Sell	-4	Closed	-$1K	–	702
2023 Q3	$1K	Hold	4	–	–	﹤0.01%	479
2023 Q2	$1K	Hold	4	–	–	﹤0.01%	437
2023 Q1	$1K	Sell	4 -52	-93%	-$8.03K	﹤0.01%	378
2022 Q4	$8K	Sell	56 -238	-81%	-$35.6K	﹤0.01%	342
2022 Q3	$40K	Buy	294 +55	+23%	+$8.27K	﹤0.01%	293
2022 Q2	$34K	Sell	239 -73	-23%	-$11.4K	﹤0.01%	281
2022 Q1	$51K	Sell	312 -10	-3%	-$1.64K	﹤0.01%	339
2021 Q4	$55K	Buy	322 +39	+14%	+$6.39K	﹤0.01%	319
2021 Q3	$44K	Buy	+283	New	+$45.4K	﹤0.01%	338

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

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

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

GeoWealth Management's IWD Position: Q3 2025 in Review

GeoWealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2025, closing a stake of 100 shares — an estimated $19.4K sold.

GeoWealth Management first reported a position in IWD in Q3 2021 and held it in 12 quarters. The position peaked at $277K in Q2 2024. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

GeoWealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 100 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $19.4K.
GeoWealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and held it in 12 quarters.
GeoWealth Management's iShares Russell 1000 Value ETF position peaked at $277K in Q2 2024.
1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.