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IBEX Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

IBEX Wealth 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
2026
Q1 		$358K Buy
+1,675
New +$367K 0.03% 172
2025
Q4 		– Sell
-1,660
Closed -$338K – 159
2025
Q3 		$338K Buy
1,660
+7
+0.4% +$1.39K 0.03% 175
2025
Q2 		$321K Buy
+1,653
New +$306K 0.03% 168
2025
Q1 		– Sell
-1,639
Closed -$303K – 168
2024
Q4 		$303K Buy
+1,639
New +$314K 0.04% 174

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IBEX Wealth Advisors's IWD Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q1 2026: 1,675 shares worth $358K. The stake represents 0.03% of the portfolio and ranks #172 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in IWD as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in IWD in Q4 2024 and has held it in 4 quarters since. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • IBEX Wealth Advisors held 1,675 shares of iShares Russell 1000 Value ETF worth $358K as of Q1 2026.
  • iShares Russell 1000 Value ETF was a new IBEX Wealth Advisors position in Q1 2026.
  • iShares Russell 1000 Value ETF made up 0.03% of IBEX Wealth Advisors's portfolio in Q1 2026, its #172 holding.
  • IBEX Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.