GPS Wealth Strategies Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

GPS Wealth Strategies Group’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	-743	Closed	-$151K	–	1074
2025 Q3	$151K	Buy	743 +1	+0.1%	+$199	0.02%	398
2025 Q2	$144K	Buy	742 +15	+2%	+$2.78K	0.02%	382
2025 Q1	$137K	Buy	727 +33	+5%	+$6.29K	0.02%	385
2024 Q4	$129K	Buy	694 +41	+6%	+$7.86K	0.02%	376
2024 Q3	$124K	Buy	653 +1	+0.2%	+$182	0.02%	393
2024 Q2	$114K	Sell	652 -168	-20%	-$29.4K	0.02%	372
2024 Q1	$147K	Hold	820	–	–	0.02%	298
2023 Q4	$136K	Hold	820	–	–	0.02%	300
2023 Q3	$125K	Sell	820 -15	-2%	-$2.38K	0.02%	316
2023 Q2	$132K	Hold	835	–	–	0.02%	312
2023 Q1	$127K	Buy	+835	New	+$129K	0.03%	304
2022 Q4	–	Sell	-617	Closed	-$84K	–	612
2022 Q3	$84K	Hold	617	–	–	0.02%	337
2022 Q2	$89K	Hold	617	–	–	0.02%	341
2022 Q1	$102K	Hold	617	–	–	0.02%	310
2021 Q4	$104K	Sell	617 -620	-50%	-$102K	0.02%	294
2021 Q3	$194K	Hold	1,237	–	–	0.05%	209
2021 Q2	$196K	Hold	1,237	–	–	0.05%	207
2021 Q1	$187K	Buy	+1,237	New	+$179K	0.06%	200

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

GPS Wealth Strategies Group's IWD Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 743 shares — an estimated $151K sold.

GPS Wealth Strategies Group first reported a position in IWD in Q1 2021 and held it in 18 quarters. The position peaked at $196K in Q2 2021. 1,909 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 743 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $151K.
GPS Wealth Strategies Group first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and held it in 18 quarters.
GPS Wealth Strategies Group's iShares Russell 1000 Value ETF position peaked at $196K in Q2 2021.
1,909 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.