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

Investment 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	$12.1M	Sell	56,778 -38	-0.1%	-$8.32K	4.32%	3
2025 Q4	$12M	Sell	56,816 -898	-2%	-$185K	4.18%	3
2025 Q3	$11.7M	Sell	57,714 -147	-0.3%	-$29.2K	4.14%	3
2025 Q2	$11.2M	Buy	57,861 +2,226	+4%	+$412K	4.25%	3
2025 Q1	$10.5M	Sell	55,635 -792	-1%	-$151K	4.34%	2
2024 Q4	$10.4M	Buy	56,427 +11	+0%	+$2.11K	4.3%	2
2024 Q3	$10.7M	Sell	56,416 -786	-1%	-$143K	4.46%	2
2024 Q2	$9.98M	Sell	57,202 -1,370	-2%	-$240K	4.48%	2
2024 Q1	$10.5M	Sell	58,572 -1,476	-2%	-$250K	4.76%	2
2023 Q4	$9.92M	Sell	60,048 -4,376	-7%	-$676K	4.88%	2
2023 Q3	$9.78M	Sell	64,424 -1,086	-2%	-$172K	5.15%	2
2023 Q2	$10.3M	Sell	65,510 -3,447	-5%	-$527K	5.39%	2
2023 Q1	$10.5M	Sell	68,957 -2,243	-3%	-$346K	5.51%	2
2022 Q4	$10.8M	Sell	71,200 -716	-1%	-$107K	5.71%	1
2022 Q3	$9.78M	Sell	71,916 -758	-1%	-$114K	2.91%	4
2022 Q2	$10.5M	Sell	72,674 -2,175	-3%	-$340K	5.15%	2
2022 Q1	$12.4M	Buy	74,849 +2,346	+3%	+$385K	5.25%	2
2021 Q4	$12.2M	Sell	72,503 -82	-0.1%	-$13.4K	4.97%	2
2021 Q3	$11.4M	Sell	72,585 -992	-1%	-$159K	5.16%	2
2021 Q2	$11.7M	Sell	73,577 -1,523	-2%	-$241K	5.33%	2
2021 Q1	$11.4M	Buy	75,100 +273	+0.4%	+$39.5K	5.53%	2
2020 Q4	$10.2M	Buy	74,827 +10	+0%	+$1.28K	5.44%	2
2020 Q3	$8.84M	Buy	74,817 +14	+0%	+$1.66K	5.27%	2
2020 Q2	$8.42M	Buy	74,803 +2,635	+4%	+$290K	4.95%	2
2020 Q1	$7.16M	Buy	72,168 +39,001	+118%	+$4.86M	5.16%	2
2019 Q4	$4.53M	Sell	33,167 -1,739	-5%	-$229K	3.05%	4
2019 Q3	$4.48M	Sell	34,906 -1,492	-4%	-$190K	3.27%	4
2019 Q2	$4.63M	Buy	36,398 +2,440	+7%	+$305K	3.32%	2
2019 Q1	$4.19M	Buy	33,958 +880	+3%	+$106K	3.03%	3
2018 Q4	$3.67M	Sell	33,078 -1,425	-4%	-$171K	3.1%	3
2018 Q3	$5.82K	Buy	34,503 +877	+3%	+$110K	3.23%	6
2018 Q2	$4.08M	Buy	33,626 +2,383	+8%	+$290K	3.03%	5
2018 Q1	$3.75M	Buy	31,243 +3,525	+13%	+$440K	2.79%	5
2017 Q4	$3.45M	Buy	27,718 +430	+2%	+$52.1K	2.55%	5
2017 Q3	$3.23M	Buy	27,288 +1,201	+5%	+$140K	2.77%	6
2017 Q2	$3.04M	Buy	26,087 +2,636	+11%	+$303K	2.76%	6
2017 Q1	$2.69M	Buy	23,451 +2,071	+10%	+$237K	2.59%	7
2016 Q4	$2.4M	Buy	21,380 +1,570	+8%	+$170K	2.34%	7
2016 Q3	$2.09M	Buy	19,810 +3,047	+18%	+$321K	1.18%	26
2016 Q2	$1.73M	Buy	16,763 +5,611	+50%	+$567K	1.72%	14
2016 Q1	$1.09M	Sell	11,152 -1	-0%	-$94	0.71%	47
2015 Q4	$1.09M	Buy	11,153 +112	+1%	+$11.1K	1.31%	26
2015 Q3	$1.03M	Buy	11,041 +2,469	+29%	+$245K	1.35%	21
2015 Q2	$885K	Buy	8,572 +1,093	+15%	+$115K	1.07%	35
2015 Q1	$771K	Buy	7,479 +1,126	+18%	+$117K	0.85%	47
2014 Q4	$663K	Buy	+6,353	New	+$648K	0.76%	51

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

Investment Partners's IWD Position: Q1 2026 in Review

Investment Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.07% in Q1 2026, selling an estimated $8.32K and leaving 56,778 shares worth $12.1M. The position accounts for 4.32% of the portfolio, ranked #3.

Investment Partners first reported a position in IWD in Q4 2014 and has held it in 46 quarters since. The position peaked at $12.4M in Q1 2022. 1,899 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Investment Partners held 56,778 shares of iShares Russell 1000 Value ETF worth $12.1M as of Q1 2026.
Investment Partners sold 38 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $8.32K.
iShares Russell 1000 Value ETF made up 4.32% of Investment Partners's portfolio in Q1 2026, its #3 holding.
Investment Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and has held it in 46 quarters since.
Investment Partners's iShares Russell 1000 Value ETF position peaked at $12.4M in Q1 2022.
1,899 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.