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Keystone Global Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Keystone Global Partners’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
2025
Q2 		– Sell
-1
Closed -$188 – 187
2025
Q1 		$188 Buy
+1
New +$190 ﹤0.01% 154

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keystone Global Partners's IWD Position: Q2 2025 in Review

Keystone Global Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 1 share — an estimated $188 sold.

Keystone Global Partners first reported a position in IWD in Q1 2025 and held it in 1 quarter. The position peaked at $188 in Q1 2025. 1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

  • Keystone Global Partners reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Keystone Global Partners sold 1 iShares Russell 1000 Value ETF share in Q2 2025, an estimated $188.
  • Keystone Global Partners first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and held it in 1 quarter.
  • Keystone Global Partners's iShares Russell 1000 Value ETF position peaked at $188 in Q1 2025.
  • 1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Keystone Global Partners's 13F filing for Q2 2025, filed 17 Jul 2025.