Global Financial Private Client’s iShares Russell 1000 Value ETF IWD Stock Holding History

Global Financial Private Client’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	-235	Closed	-$44.2K	–	896
2025 Q1	$44.2K	Hold	235	–	–	0.02%	342
2024 Q4	$43.5K	Hold	235	–	–	0.02%	335
2024 Q3	$44.6K	Hold	235	–	–	0.02%	326
2024 Q2	$41K	Hold	235	–	–	0.02%	318
2024 Q1	$41.9K	Hold	235	–	–	0.02%	322
2023 Q4	$38.8K	Hold	235	–	–	0.02%	319
2023 Q3	$35.3K	Hold	235	–	–	0.02%	320
2023 Q2	$37.2K	Hold	235	–	–	0.02%	317
2023 Q1	$36K	Sell	235 -105	-31%	-$16.2K	0.02%	315
2022 Q4	$51.6K	Hold	340	–	–	0.03%	272
2022 Q3	$47.5K	Buy	340 +105	+45%	+$15.8K	0.03%	271
2022 Q2	$34.5K	Hold	235	–	–	0.02%	296
2022 Q1	$39.2K	Hold	235	–	–	0.02%	289
2021 Q4	$39.5K	Hold	235	–	–	0.02%	286
2021 Q3	$37.3K	Hold	235	–	–	0.02%	267
2021 Q2	$37.5K	Hold	235	–	–	0.02%	271
2021 Q1	$35.9K	Hold	235	–	–	0.03%	237
2020 Q4	$32.1K	Buy	+235	New	+$30.1K	0.03%	233

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

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

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

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

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

Global Financial Private Client's IWD Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 235 shares — an estimated $44.2K sold.

Global Financial Private Client first reported a position in IWD in Q4 2020 and held it in 18 quarters. The position peaked at $51.6K in Q4 2022. 1,738 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

Global Financial Private Client reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 235 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $44.2K.
Global Financial Private Client first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's iShares Russell 1000 Value ETF position peaked at $51.6K in Q4 2022.
1,738 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.