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

Greykasell Wealth Strategies’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 		$162K Buy
760
+3
+0.4% +$657 0.07% 156
2025
Q4 		$159K Buy
757
+4
+0.5% +$826 0.06% 156
2025
Q3 		$153K Buy
+753
New +$150K 0.06% 152

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 $424B AUM 22.96% 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

Greykasell Wealth Strategies's IWD Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its iShares Russell 1000 Value ETF (IWD) stake by 0.4% in Q1 2026, buying an estimated $657 and bringing the position to 760 shares worth $162K. The position accounts for 0.07% of the portfolio, ranked #156.

Greykasell Wealth Strategies first reported a position in IWD in Q3 2025 and has held it in 3 quarters since. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Greykasell Wealth Strategies held 760 shares of iShares Russell 1000 Value ETF worth $162K as of Q1 2026.
  • Greykasell Wealth Strategies bought 3 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $657.
  • iShares Russell 1000 Value ETF made up 0.07% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #156 holding.
  • Greykasell Wealth Strategies first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.