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

Keebeck 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 		$364K Buy
1,703
+363
+27% +$79.5K 0.04% 279
2025
Q4 		$282K Hold
1,340
– – 0.03% 304
2025
Q3 		$273K Sell
1,340
-90
-6% -$17.9K 0.03% 316
2025
Q2 		$278K Buy
1,430
+107
+8% +$19.8K 0.04% 292
2025
Q1 		$249K Buy
1,323
+41
+3% +$7.81K 0.04% 242
2024
Q4 		$237K Buy
1,282
+32
+3% +$6.14K 0.03% 244
2024
Q3 		$237K Sell
1,250
-963
-44% -$175K 0.03% 233
2024
Q2 		$386K Hold
2,213
– – 0.06% 193
2024
Q1 		$396K Hold
2,213
– – 0.06% 205
2023
Q4 		$366K Sell
2,213
-259
-10% -$40K 0.06% 200
2023
Q3 		$378K Sell
2,472
-18
-0.7% -$2.85K 0.07% 193
2023
Q2 		$393K Sell
2,490
-26
-1% -$3.98K 0.05% 197
2023
Q1 		$383K Buy
2,516
+561
+29% +$86.6K 0.06% 183
2022
Q4 		$296K Hold
1,955
– – 0.05% 197
2022
Q3 		$266K Sell
1,955
-198
-9% -$29.8K 0.05% 201
2022
Q2 		$312K Sell
2,153
-231
-10% -$36.1K 0.06% 189
2022
Q1 		$396K Hold
2,384
– – 0.07% 180
2021
Q4 		$400K Hold
2,384
– – 0.07% 165
2021
Q3 		$373K Hold
2,384
– – 0.07% 159
2021
Q2 		$378K Hold
2,384
– – 0.05% 189
2021
Q1 		$361K Hold
2,384
– – 0.06% 184
2020
Q4 		$326K Sell
2,384
-133
-5% -$17.1K 0.06% 175
2020
Q3 		$297K Hold
2,517
– – 0.06% 159
2020
Q2 		$283K Buy
2,517
+203
+9% +$22.3K 0.09% 143
2020
Q1 		$229K Buy
2,314
+1,073
+86% +$134K 0.1% 134
2019
Q4 		$169K Buy
+1,241
New +$164K 0.05% 154

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

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

Keebeck Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 27% in Q1 2026, buying an estimated $79.5K and bringing the position to 1,703 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #279.

Keebeck Wealth Management first reported a position in IWD in Q4 2019 and has held it in 26 quarters since. The position peaked at $400K in Q4 2021. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Keebeck Wealth Management held 1,703 shares of iShares Russell 1000 Value ETF worth $364K as of Q1 2026.
  • Keebeck Wealth Management bought 363 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $79.5K.
  • iShares Russell 1000 Value ETF made up 0.04% of Keebeck Wealth Management's portfolio in Q1 2026, its #279 holding.
  • Keebeck Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's iShares Russell 1000 Value ETF position peaked at $400K in Q4 2021.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.