High Falls Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

High Falls 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	$488K	Buy	2,321 +95	+4%	+$19.6K	0.1%	68
2025 Q3	$453K	Buy	2,226 +162	+8%	+$32.2K	0.09%	78
2025 Q2	$401K	Buy	2,064 +537	+35%	+$99.5K	0.09%	78
2025 Q1	$287K	Buy	+1,527	New	+$291K	0.07%	96
2016 Q3	–	Sell	-1,533	Closed	-$150K	–	105
2016 Q2	$150K	Hold	1,533	–	–	0.04%	88
2016 Q1	$151K	Hold	1,533	–	–	0.05%	95
2015 Q4	$150K	Buy	+1,533	New	+$152K	0.04%	88

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

High Falls Advisors's IWD Position: Q4 2025 in Review

High Falls Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 4.3% in Q4 2025, buying an estimated $19.6K and bringing the position to 2,321 shares worth $488K. The position accounts for 0.1% of the portfolio, ranked #68.

High Falls Advisors first reported a position in IWD in Q4 2015 and has held it in 7 quarters since. 1,906 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

High Falls Advisors held 2,321 shares of iShares Russell 1000 Value ETF worth $488K as of Q4 2025.
High Falls Advisors bought 95 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $19.6K.
iShares Russell 1000 Value ETF made up 0.1% of High Falls Advisors's portfolio in Q4 2025, its #68 holding.
High Falls Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 7 quarters since.
1,906 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.