Journey Strategic Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Journey Strategic Wealth’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	$889K	Sell	4,160 -348	-8%	-$76.2K	0.02%	206
2025 Q4	$948K	Sell	4,508 -1,145	-20%	-$237K	0.02%	192
2025 Q3	$1.15M	Sell	5,653 -78	-1%	-$15.5K	0.03%	150
2025 Q2	$1.11M	Sell	5,731 -4,648	-45%	-$861K	0.04%	149
2025 Q1	$1.95M	Buy	10,379 +4,367	+73%	+$832K	0.07%	79
2024 Q4	$1.11M	Buy	6,012 +1,238	+26%	+$237K	0.04%	113
2024 Q3	$906K	Sell	4,774 -1,813	-28%	-$330K	0.03%	139
2024 Q2	$1.15M	Buy	6,587 +4,668	+243%	+$816K	0.05%	81
2024 Q1	$344K	Buy	+1,919	New	+$325K	0.02%	164
2022 Q4	–	Sell	-2,321	Closed	-$316K	–	254
2022 Q3	$316K	Buy	2,321 +60	+3%	+$9.02K	0.04%	101
2022 Q2	$328K	Buy	+2,261	New	+$354K	0.04%	75

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

Journey Strategic Wealth's IWD Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares Russell 1000 Value ETF (IWD) stake by 7.7% in Q1 2026, selling an estimated $76.2K and leaving 4,160 shares worth $889K. The position accounts for 0.02% of the portfolio, ranked #206.

Journey Strategic Wealth first reported a position in IWD in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.95M in Q1 2025. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Journey Strategic Wealth held 4,160 shares of iShares Russell 1000 Value ETF worth $889K as of Q1 2026.
Journey Strategic Wealth sold 348 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $76.2K.
iShares Russell 1000 Value ETF made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #206 holding.
Journey Strategic Wealth first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 11 quarters since.
Journey Strategic Wealth's iShares Russell 1000 Value ETF position peaked at $1.95M in Q1 2025.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.