GWSA
IWD icon

Global Wealth Strategies & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Global Wealth Strategies & Associates’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
-30
Closed -$5.64K – 423
2025
Q1 		$5.64K Hold
30
– – ﹤0.01% 309
2024
Q4 		$5.55K Sell
30
-56
-65% -$10.7K ﹤0.01% 259
2024
Q3 		$16.3K Hold
86
– – 0.01% 151
2024
Q2 		$15K Hold
86
– – 0.01% 142
2024
Q1 		$15.4K Sell
86
-14
-14% -$2.37K 0.01% 148
2023
Q4 		$16.5K Hold
100
– – 0.01% 135
2023
Q3 		$15.2K Hold
100
– – 0.01% 131
2023
Q2 		$15.8K Sell
100
-20
-17% -$3.06K 0.01% 131
2023
Q1 		$18.3K Buy
+120
New +$18.5K 0.01% 117

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Wealth Strategies & Associates's IWD Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 30 shares — an estimated $5.64K sold.

Global Wealth Strategies & Associates first reported a position in IWD in Q1 2023 and held it in 9 quarters. The position peaked at $18.3K in Q1 2023. 1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 30 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $5.64K.
  • Global Wealth Strategies & Associates first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and held it in 9 quarters.
  • Global Wealth Strategies & Associates's iShares Russell 1000 Value ETF position peaked at $18.3K in Q1 2023.
  • 1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.