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Grey Fox Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Grey Fox Wealth Advisors’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
-387
Closed -$78.9K – 379
2025
Q3 		$78.9K Buy
+387
New +$77K 0.02% 213
2023
Q2 		– Sell
-486
Closed -$73.9K – 309
2023
Q1 		$73.9K Buy
486
+117
+32% +$18.1K 0.04% 160
2022
Q4 		$56K Buy
+369
New +$55.2K 0.04% 155

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Grey Fox Wealth Advisors's IWD Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 387 shares — an estimated $78.9K sold.

Grey Fox Wealth Advisors first reported a position in IWD in Q4 2022 and held it in 3 quarters. The position peaked at $78.9K in Q3 2025. 1,909 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 387 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $78.9K.
  • Grey Fox Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $78.9K in Q3 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.