IAG Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

IAG Wealth Partners’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	$188K	Sell	879 -5	-0.6%	-$1.09K	0.02%	122
2025 Q4	$186K	Buy	884 +5	+0.6%	+$1.03K	0.02%	123
2025 Q3	$179K	Hold	879	–	–	0.02%	125
2025 Q2	$171K	Hold	879	–	–	0.02%	118
2025 Q1	$165K	Hold	879	–	–	0.03%	114
2024 Q4	$163K	Hold	879	–	–	0.03%	105
2024 Q3	$167K	Buy	879 +460	+110%	+$83.8K	0.03%	102
2024 Q2	$73.1K	Hold	419	–	–	0.01%	149
2024 Q1	$75K	Hold	419	–	–	0.02%	135
2023 Q4	$69.2K	Hold	419	–	–	0.02%	131
2023 Q3	$63.6K	Hold	419	–	–	0.02%	129
2023 Q2	$66.1K	Hold	419	–	–	0.02%	140
2023 Q1	$63.8K	Sell	419 -10	-2%	-$1.54K	0.02%	127
2022 Q4	$65.1K	Buy	429 +10	+2%	+$1.5K	0.02%	122
2022 Q3	$57K	Hold	419	–	–	0.02%	114
2022 Q2	$61K	Hold	419	–	–	0.02%	112
2022 Q1	$70K	Sell	419 -88	-17%	-$14.5K	0.02%	114
2021 Q4	$85K	Sell	507 -38	-7%	-$6.23K	0.03%	100
2021 Q3	$86K	Hold	545	–	–	0.03%	83
2021 Q2	$87K	Hold	545	–	–	0.03%	79
2021 Q1	$83K	Hold	545	–	–	0.03%	77
2020 Q4	$75K	Hold	545	–	–	0.03%	86
2020 Q3	$65K	Hold	545	–	–	0.03%	93
2020 Q2	$62K	Hold	545	–	–	0.03%	92
2020 Q1	$55K	Hold	545	–	–	0.04%	89
2019 Q4	$75K	Buy	+545	New	+$71.8K	0.05%	85

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

IAG Wealth Partners's IWD Position: Q1 2026 in Review

IAG Wealth Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.57% in Q1 2026, selling an estimated $1.09K and leaving 879 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #122.

IAG Wealth Partners first reported a position in IWD in Q4 2019 and has held it in 26 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

IAG Wealth Partners held 879 shares of iShares Russell 1000 Value ETF worth $188K as of Q1 2026.
IAG Wealth Partners sold 5 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.09K.
iShares Russell 1000 Value ETF made up 0.02% of IAG Wealth Partners's portfolio in Q1 2026, its #122 holding.
IAG Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 26 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.