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

Gibbs 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
2026
Q1 		$299K Buy
+1,398
New +$306K 0.04% 389
2025
Q3 		– Sell
-1,402
Closed -$272K – 353
2025
Q2 		$272K Buy
+1,402
New +$260K 0.05% 301

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Gibbs Wealth Management's IWD Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q1 2026: 1,398 shares worth $299K. The stake represents 0.04% of the portfolio and ranks #389 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in IWD as recently as Q2 2025.

Gibbs Wealth Management first reported a position in IWD in Q2 2025 and has held it in 2 quarters since. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Gibbs Wealth Management held 1,398 shares of iShares Russell 1000 Value ETF worth $299K as of Q1 2026.
  • iShares Russell 1000 Value ETF was a new Gibbs Wealth Management position in Q1 2026.
  • iShares Russell 1000 Value ETF made up 0.04% of Gibbs Wealth Management's portfolio in Q1 2026, its #389 holding.
  • Gibbs Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.