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

GSB 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
2025 Q4	–	Sell	-1,357	Closed	-$276K	–	238
2025 Q3	$276K	Buy	1,357 +11	+0.8%	+$2.19K	0.06%	197
2025 Q2	$262K	Buy	1,346 +5	+0.4%	+$926	0.06%	204
2025 Q1	$252K	Buy	1,341 +18	+1%	+$3.43K	0.07%	187
2024 Q4	$245K	Buy	1,323 +24	+2%	+$4.6K	0.06%	195
2024 Q3	$247K	Buy	1,299 +1	+0.1%	+$182	0.06%	197
2024 Q2	$226K	Buy	1,298 +102	+9%	+$17.8K	0.06%	207
2024 Q1	$214K	Buy	+1,196	New	+$202K	0.06%	204

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

GSB Wealth Management's IWD Position: Q4 2025 in Review

GSB Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 1,357 shares — an estimated $276K sold.

GSB Wealth Management first reported a position in IWD in Q1 2024 and held it in 7 quarters. The position peaked at $276K in Q3 2025. 1,906 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

GSB Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
GSB Wealth Management sold 1,357 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $276K.
GSB Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and held it in 7 quarters.
GSB Wealth Management's iShares Russell 1000 Value ETF position peaked at $276K in Q3 2025.
1,906 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on GSB Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.