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Kestra Private Wealth Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Kestra Private Wealth Services’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 		$47M Buy
219,860
+30,237
+16% +$6.62M 0.58% 27
2025
Q4 		$39.9M Buy
189,623
+23,064
+14% +$4.76M 0.49% 32
2025
Q3 		$33.9M Buy
166,559
+1,314
+0.8% +$261K 0.44% 38
2025
Q2 		$32.1M Buy
165,245
+85,894
+108% +$15.9M 0.46% 35
2025
Q1 		$14.9M Sell
79,351
-11,643
-13% -$2.22M 0.25% 87
2024
Q4 		$16.8M Buy
90,994
+20,971
+30% +$4.02M 0.29% 70
2024
Q3 		$13.3M Sell
70,023
-3,992
-5% -$727K 0.24% 90
2024
Q2 		$12.9M Buy
74,015
+3,120
+4% +$546K 0.26% 85
2024
Q1 		$12.7M Buy
70,895
+1,521
+2% +$257K 0.29% 83
2023
Q4 		$11.5M Buy
69,374
+21,958
+46% +$3.39M 0.29% 84
2023
Q3 		$7.2M Buy
47,416
+10,678
+29% +$1.69M 0.23% 112
2023
Q2 		$5.8M Buy
36,738
+5,290
+17% +$809K 0.2% 123
2023
Q1 		$4.79M Sell
31,448
-26,520
-46% -$4.1M 0.19% 132
2022
Q4 		$8.79M Buy
57,968
+47,824
+471% +$7.16M 0.45% 55
2022
Q3 		$1.38M Sell
10,144
-417
-4% -$62.7K 0.08% 271
2022
Q2 		$1.53M Buy
10,561
+965
+10% +$151K 0.09% 263
2022
Q1 		$1.59M Sell
9,596
-51
-0.5% -$8.38K 0.08% 259
2021
Q4 		$1.62M Buy
9,647
+957
+11% +$157K 0.08% 276
2021
Q3 		$1.36M Buy
8,690
+1,157
+15% +$185K 0.08% 286
2021
Q2 		$1.2M Buy
7,533
+165
+2% +$26.1K 0.07% 292
2021
Q1 		$1.12M Sell
7,368
-336
-4% -$48.6K 0.08% 269
2020
Q4 		$1.04M Buy
7,704
+112
+1% +$14.4K 0.08% 260
2020
Q3 		$897K Buy
+7,592
New +$900K 0.08% 259

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

Kestra Private Wealth Services's IWD Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares Russell 1000 Value ETF (IWD) stake by 16% in Q1 2026, buying an estimated $6.62M and bringing the position to 219,860 shares worth $47M. The position accounts for 0.58% of the portfolio, ranked #27.

Kestra Private Wealth Services first reported a position in IWD in Q3 2020 and has held it in 23 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Kestra Private Wealth Services held 219,860 shares of iShares Russell 1000 Value ETF worth $47M as of Q1 2026.
  • Kestra Private Wealth Services bought 30,237 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $6.62M.
  • iShares Russell 1000 Value ETF made up 0.58% of Kestra Private Wealth Services's portfolio in Q1 2026, its #27 holding.
  • Kestra Private Wealth Services first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.