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

JPL 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
2026
Q1 		$105K Buy
+491
New +$108K 0.02% 162
2025
Q4 		– Sell
-766
Closed -$156K – 625
2025
Q3 		$156K Buy
+766
New +$152K 0.04% 138

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

JPL Wealth Management's IWD Position: Q1 2026 in Review

JPL Wealth Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q1 2026: 491 shares worth $105K. The stake represents 0.02% of the portfolio and ranks #162 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in IWD as recently as Q3 2025.

JPL Wealth Management first reported a position in IWD in Q3 2025 and has held it in 2 quarters since. The position peaked at $156K in Q3 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • JPL Wealth Management held 491 shares of iShares Russell 1000 Value ETF worth $105K as of Q1 2026.
  • iShares Russell 1000 Value ETF was a new JPL Wealth Management position in Q1 2026.
  • iShares Russell 1000 Value ETF made up 0.02% of JPL Wealth Management's portfolio in Q1 2026, its #162 holding.
  • JPL Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's iShares Russell 1000 Value ETF position peaked at $156K in Q3 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.