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

Greenhouse 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 		$261K Hold
1,221
– – 0.16% 51
2025
Q4 		$257K Buy
1,221
+5
+0.4% +$1.03K 0.15% 49
2025
Q3 		$248K Buy
1,216
+4
+0.3% +$796 0.15% 50
2025
Q2 		$235K Buy
1,212
+3
+0.2% +$556 0.15% 51
2025
Q1 		$227K Sell
1,209
-12
-1% -$2.29K 0.17% 48
2024
Q4 		$226K Sell
1,221
-7
-0.6% -$1.34K 0.15% 53
2024
Q3 		$233K Sell
1,228
-202
-14% -$36.8K 0.16% 55
2024
Q2 		$250K Sell
1,430
-36
-2% -$6.29K 0.18% 51
2024
Q1 		$263K Buy
1,466
+4
+0.3% +$677 0.2% 48
2023
Q4 		$242K Buy
1,462
+11
+0.8% +$1.7K 0.2% 48
2023
Q3 		$220K Sell
1,451
-100
-6% -$15.9K 0.2% 48
2023
Q2 		$245K Buy
1,551
+4
+0.3% +$612 0.22% 48
2023
Q1 		$236K Buy
1,547
+5
+0.3% +$772 0.22% 47
2022
Q4 		$234K Buy
1,542
+13
+0.9% +$1.95K 0.24% 44
2022
Q3 		$208K Hold
1,529
– – 0.23% 47
2022
Q2 		$222K Buy
1,529
+4
+0.3% +$626 0.24% 46
2022
Q1 		$253K Buy
1,525
+4
+0.3% +$657 0.24% 44
2021
Q4 		$255K Buy
1,521
+13
+0.9% +$2.13K 0.23% 43
2021
Q3 		$236K Hold
1,508
– – 0.22% 43
2021
Q2 		$239K Buy
1,508
+10
+0.7% +$1.58K 0.22% 42
2021
Q1 		$227K Hold
1,498
– – 0.23% 44
2020
Q4 		$205K Buy
+1,498
New +$192K 0.2% 47

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Greenhouse Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,221 shares worth $261K. The position accounts for 0.16% of the portfolio, ranked #51.

Greenhouse Wealth Management first reported a position in IWD in Q4 2020 and has held it in 22 quarters since. The position peaked at $263K in Q1 2024. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Greenhouse Wealth Management held 1,221 shares of iShares Russell 1000 Value ETF worth $261K as of Q1 2026.
  • Greenhouse Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Value ETF made up 0.16% of Greenhouse Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Greenhouse Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Greenhouse Wealth Management's iShares Russell 1000 Value ETF position peaked at $263K in Q1 2024.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Greenhouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.