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

Iron Horse 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 Q2	$4.47K	Hold	23	–	–	﹤0.01%	389
2025 Q1	$4.33K	Hold	23	–	–	﹤0.01%	381
2024 Q4	$4.26K	Hold	23	–	–	﹤0.01%	318
2024 Q3	$4.37K	Hold	23	–	–	﹤0.01%	311
2024 Q2	$4.01K	Hold	23	–	–	﹤0.01%	294
2024 Q1	$4.12K	Hold	23	–	–	﹤0.01%	275
2023 Q4	$3.8K	Hold	23	–	–	﹤0.01%	297
2023 Q3	$3.49K	Hold	23	–	–	﹤0.01%	299
2023 Q2	$3.63K	Hold	23	–	–	﹤0.01%	197
2023 Q1	$3.5K	Hold	23	–	–	﹤0.01%	222
2022 Q4	$3K	Buy	23 +4	+21%	+$599	﹤0.01%	179
2022 Q3	$3K	Sell	19 -4	-17%	-$601	﹤0.01%	110
2022 Q2	$3K	Hold	23	–	–	﹤0.01%	175
2022 Q1	$4K	Hold	23	–	–	﹤0.01%	172
2021 Q4	$4K	Hold	23	–	–	﹤0.01%	154
2021 Q3	$4K	Hold	23	–	–	﹤0.01%	141
2021 Q2	$4K	Hold	23	–	–	﹤0.01%	146
2021 Q1	$3K	Hold	23	–	–	﹤0.01%	140
2020 Q4	$3K	Buy	+23	New	+$2.95K	﹤0.01%	139

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Iron Horse Wealth Management's IWD Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2025 at 23 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Iron Horse Wealth Management first reported a position in IWD in Q4 2020 and has held it in 19 quarters since. 1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

Iron Horse Wealth Management held 23 shares of iShares Russell 1000 Value ETF worth $4.47K as of Q2 2025.
Iron Horse Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2025.
iShares Russell 1000 Value ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #389 holding.
Iron Horse Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 19 quarters since.
1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.