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

Iams 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 Q1	–	Sell	-2,956	Closed	-$547K	–	166
2024 Q4	$547K	Sell	2,956 -584	-16%	-$112K	0.25%	101
2024 Q3	$672K	Buy	3,540 +105	+3%	+$19.1K	0.33%	83
2024 Q2	$599K	Sell	3,435 -807	-19%	-$141K	0.33%	85
2024 Q1	$724K	Buy	+4,242	New	+$718K	0.44%	66
2023 Q4	–	Sell	-6,118	Closed	-$929K	–	117
2023 Q3	$929K	Buy	+6,118	New	+$970K	0.64%	54
2023 Q2	–	Sell	-6,502	Closed	-$978K	–	186
2023 Q1	$978K	Buy	+6,502	New	+$1M	0.81%	38

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

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

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

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

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

Iams Wealth Management's IWD Position: Q1 2025 in Review

Iams Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2025, closing a stake of 2,956 shares — an estimated $547K sold.

Iams Wealth Management first reported a position in IWD in Q1 2023 and held it in 6 quarters. The position peaked at $978K in Q1 2023. 1,714 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

Iams Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
Iams Wealth Management sold 2,956 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $547K.
Iams Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and held it in 6 quarters.
Iams Wealth Management's iShares Russell 1000 Value ETF position peaked at $978K in Q1 2023.
1,714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on Iams Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.