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

King Wealth Management Group’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 		$331K Hold
1,548
– – 0.04% 126
2025
Q4 		$326K Sell
1,548
-61
-4% -$12.6K 0.04% 128
2025
Q3 		$328K Sell
1,609
-111
-6% -$22.1K 0.04% 126
2025
Q2 		$334K Hold
1,720
– – 0.05% 122
2025
Q1 		$324K Buy
1,720
+177
+11% +$33.7K 0.05% 121
2024
Q4 		$286K Hold
1,543
– – 0.04% 121
2024
Q3 		$293K Hold
1,543
– – 0.05% 117
2024
Q2 		$269K Hold
1,543
– – 0.04% 119
2024
Q1 		$276K Sell
1,543
-83
-5% -$14K 0.05% 118
2023
Q4 		$269K Sell
1,626
-75
-4% -$11.6K 0.05% 113
2023
Q3 		$258K Sell
1,701
-110
-6% -$17.4K 0.05% 121
2023
Q2 		$286K Sell
1,811
-33
-2% -$5.04K 0.06% 120
2023
Q1 		$281K Sell
1,844
-160
-8% -$24.7K 0.06% 118
2022
Q4 		$304K Buy
2,004
+10
+0.5% +$1.5K 0.07% 110
2022
Q3 		$271K Hold
1,994
– – 0.07% 118
2022
Q2 		$289K Hold
1,994
– – 0.07% 122
2022
Q1 		$331K Hold
1,994
– – 0.07% 129
2021
Q4 		$335K Hold
1,994
– – 0.06% 131
2021
Q3 		$312K Sell
1,994
-20
-1% -$3.21K 0.06% 136
2021
Q2 		$319K Hold
2,014
– – 0.07% 136
2021
Q1 		$305K Hold
2,014
– – 0.07% 128
2020
Q4 		$275K Hold
2,014
– – 0.06% 131
2020
Q3 		$238K Hold
2,014
– – 0.06% 139
2020
Q2 		$227K Sell
2,014
-410
-17% -$45.1K 0.07% 133
2020
Q1 		$240K Hold
2,424
– – 0.1% 110
2019
Q4 		$331K Buy
2,424
+112
+5% +$14.8K 0.09% 106
2019
Q3 		$297K Hold
2,312
– – 0.09% 104
2019
Q2 		$294K Hold
2,312
– – 0.09% 102
2019
Q1 		$286K Buy
+2,312
New +$278K 0.09% 100

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

King Wealth Management Group's IWD Position: Q1 2026 in Review

King Wealth Management Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,548 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #126.

King Wealth Management Group first reported a position in IWD in Q1 2019 and has held it in 29 quarters since. The position peaked at $335K in Q4 2021. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • King Wealth Management Group held 1,548 shares of iShares Russell 1000 Value ETF worth $331K as of Q1 2026.
  • King Wealth Management Group left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Value ETF made up 0.04% of King Wealth Management Group's portfolio in Q1 2026, its #126 holding.
  • King Wealth Management Group first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 29 quarters since.
  • King Wealth Management Group's iShares Russell 1000 Value ETF position peaked at $335K in Q4 2021.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.