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

Inspire 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	$221K	Sell	1,035 -50	-5%	-$10.9K	0.02%	586
2025 Q4	$228K	Sell	1,085 -24	-2%	-$4.96K	0.02%	467
2025 Q3	$226K	Buy	+1,109	New	+$221K	0.02%	459
2025 Q2	–	Sell	-1,084	Closed	-$204K	–	531
2025 Q1	$204K	Buy	+1,084	New	+$206K	0.02%	409
2021 Q1	–	Sell	-74	Closed	-$10K	–	406
2020 Q4	$10K	Buy	+74	New	+$9.49K	﹤0.01%	527

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

Inspire Advisors's IWD Position: Q1 2026 in Review

Inspire Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.6% in Q1 2026, selling an estimated $10.9K and leaving 1,035 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #586.

Inspire Advisors first reported a position in IWD in Q4 2020 and has held it in 5 quarters since. The position peaked at $228K in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Inspire Advisors held 1,035 shares of iShares Russell 1000 Value ETF worth $221K as of Q1 2026.
Inspire Advisors sold 50 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $10.9K.
iShares Russell 1000 Value ETF made up 0.02% of Inspire Advisors's portfolio in Q1 2026, its #586 holding.
Inspire Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 5 quarters since.
Inspire Advisors's iShares Russell 1000 Value ETF position peaked at $228K in Q4 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.