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

JFG 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
Q3 		$2.49M Buy
12,218
+53
+0.4% +$10.5K 0.49% 17
2025
Q2 		$2.36M Buy
12,165
+5,361
+79% +$993K 0.49% 17
2025
Q1 		$1.28M Sell
6,804
-4,273
-39% -$814K 0.29% 28
2024
Q4 		$2.05M Sell
11,077
-417
-4% -$80K 0.47% 22
2024
Q3 		$2.18M Buy
11,494
+4,786
+71% +$872K 0.6% 17
2024
Q2 		$1.17M Buy
6,708
+26
+0.4% +$4.55K 0.33% 18
2024
Q1 		$1.2M Buy
6,682
+796
+14% +$135K 0.32% 19
2023
Q4 		$973K Buy
5,886
+68
+1% +$10.5K 0.28% 23
2023
Q3 		$883K Hold
5,818
– – 0.29% 15
2023
Q2 		$918K Buy
5,818
+22
+0.4% +$3.36K 0.28% 15
2023
Q1 		$883K Sell
5,796
-708
-11% -$109K 0.3% 13
2022
Q4 		$986K Buy
6,504
+71
+1% +$10.6K 0.32% 14
2022
Q3 		$874K Buy
6,433
+4,880
+314% +$733K 0.29% 25
2022
Q2 		$225K Buy
+1,553
New +$243K 0.08% 33

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

JFG Wealth Management's IWD Position: Q3 2025 in Review

JFG Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.44% in Q3 2025, buying an estimated $10.5K and bringing the position to 12,218 shares worth $2.49M. The position accounts for 0.49% of the portfolio, ranked #17.

JFG Wealth Management first reported a position in IWD in Q2 2022 and has held it in 14 quarters since. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

  • JFG Wealth Management held 12,218 shares of iShares Russell 1000 Value ETF worth $2.49M as of Q3 2025.
  • JFG Wealth Management bought 53 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $10.5K.
  • iShares Russell 1000 Value ETF made up 0.49% of JFG Wealth Management's portfolio in Q3 2025, its #17 holding.
  • JFG Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 14 quarters since.
  • 1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.