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

Horizons 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	$5.34K	Hold	25	–	–	﹤0.01%	152
2025 Q4	$5.26K	Hold	25	–	–	﹤0.01%	152
2025 Q3	$5.09K	Hold	25	–	–	﹤0.01%	150
2025 Q2	$4.86K	Hold	25	–	–	﹤0.01%	157
2025 Q1	$4.7K	Hold	25	–	–	﹤0.01%	156
2024 Q4	$4.63K	Sell	25 -34	-58%	-$6.52K	﹤0.01%	148
2024 Q3	$11.2K	Hold	59	–	–	0.01%	132
2024 Q2	$10.6K	Sell	59 -230	-80%	-$40.2K	0.01%	133
2024 Q1	$47.8K	Hold	289	–	–	0.03%	94
2023 Q4	$47.8K	Hold	289	–	–	0.03%	94
2023 Q3	$43.9K	Hold	289	–	–	0.03%	94
2023 Q2	$45.6K	Buy	289 +40	+16%	+$6.12K	0.03%	99
2023 Q1	$37.9K	Buy	249 +215	+632%	+$33.2K	0.03%	98
2022 Q4	$5K	Hold	34	–	–	﹤0.01%	139
2022 Q3	$5K	Hold	34	–	–	﹤0.01%	130
2022 Q2	$5K	Buy	+34	New	+$5.32K	﹤0.01%	139

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Horizons Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 25 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

Horizons Wealth Management first reported a position in IWD in Q2 2022 and has held it in 16 quarters since. The position peaked at $47.8K in Q1 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Horizons Wealth Management held 25 shares of iShares Russell 1000 Value ETF worth $5.34K as of Q1 2026.
Horizons Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of Horizons Wealth Management's portfolio in Q1 2026, its #152 holding.
Horizons Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's iShares Russell 1000 Value ETF position peaked at $47.8K in Q1 2024.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.