JDM Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

JDM Financial Group’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 Q3	–	Sell	-218	Closed	-$42.3K	–	283
2025 Q2	$42.3K	Buy	218 +1	+0.5%	+$185	0.02%	98
2025 Q1	$40.8K	Buy	217 +1	+0.5%	+$190	0.02%	98
2024 Q4	$40K	Buy	216 +1	+0.5%	+$192	0.02%	93
2024 Q3	$40.8K	Buy	215 +1	+0.5%	+$182	0.02%	97
2024 Q2	$37.3K	Buy	214 +1	+0.5%	+$175	0.03%	93
2024 Q1	$38.1K	Buy	213 +1	+0.5%	+$169	0.03%	82
2023 Q4	$35K	Buy	212 +3	+1%	+$463	0.03%	80
2023 Q3	$31.8K	Hold	209	–	–	0.03%	82
2023 Q2	$33K	Buy	209 +1	+0.5%	+$153	0.03%	83
2023 Q1	$31.7K	Buy	208 +1	+0.5%	+$154	0.03%	86
2022 Q4	$31.5K	Buy	+207	New	+$31K	0.03%	83

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JDM Financial Group's IWD Position: Q3 2025 in Review

JDM Financial Group sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2025, closing a stake of 218 shares — an estimated $42.3K sold.

JDM Financial Group first reported a position in IWD in Q4 2022 and held it in 11 quarters. The position peaked at $42.3K in Q2 2025. 1,754 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

JDM Financial Group reported no remaining iShares Russell 1000 Value ETF position as of Q3 2025 after selling out during the quarter.
JDM Financial Group sold 218 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $42.3K.
JDM Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 11 quarters.
JDM Financial Group's iShares Russell 1000 Value ETF position peaked at $42.3K in Q2 2025.
1,754 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on JDM Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.