Keudell/Morrison Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Keudell/Morrison 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	–	Sell	-1,654	Closed	-$348K	–	252
2025 Q4	$348K	Buy	+1,654	New	+$342K	0.07%	168
2024 Q1	–	Sell	-5,144	Closed	-$850K	–	207
2023 Q4	$850K	Buy	+5,144	New	+$794K	0.28%	72
2023 Q1	–	Sell	-1,907	Closed	-$289K	–	188
2022 Q4	$289K	Buy	+1,907	New	+$285K	0.09%	139
2022 Q1	–	Sell	-1,316	Closed	-$221K	–	189
2021 Q4	$221K	Buy	+1,316	New	+$216K	0.09%	175

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

Keudell/Morrison Wealth Management's IWD Position: Q1 2026 in Review

Keudell/Morrison Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 1,654 shares — an estimated $348K sold.

Keudell/Morrison Wealth Management first reported a position in IWD in Q4 2021 and held it in 4 quarters. The position peaked at $850K in Q4 2023. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Keudell/Morrison Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 1,654 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $348K.
Keudell/Morrison Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 4 quarters.
Keudell/Morrison Wealth Management's iShares Russell 1000 Value ETF position peaked at $850K in Q4 2023.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.