Koesten Hirschmann & Crabtree’s iShares Russell 1000 Value ETF IWD Stock Holding History

Koesten Hirschmann & Crabtree’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 Q4	–	Sell	-14	Closed	-$2.89K	–	135
2025 Q3	$2.89K	Hold	14	–	–	﹤0.01%	181
2025 Q2	$2.75K	Hold	14	–	–	﹤0.01%	213
2025 Q1	$2.65K	Hold	14	–	–	﹤0.01%	160
2024 Q4	$2.59K	Hold	14	–	–	﹤0.01%	152
2024 Q3	$2.65K	Hold	14	–	–	﹤0.01%	150
2024 Q2	$2.47K	Hold	14	–	–	﹤0.01%	167
2024 Q1	$2.47K	Hold	14	–	–	﹤0.01%	167
2023 Q4	$2.27K	Hold	14	–	–	﹤0.01%	149
2023 Q3	$2.06K	Hold	14	–	–	﹤0.01%	143
2023 Q2	$2.14K	Hold	14	–	–	﹤0.01%	132
2023 Q1	$2.06K	Buy	14 +1	+8%	+$154	﹤0.01%	154
2022 Q4	$2.04K	Buy	+13	New	+$1.95K	﹤0.01%	134

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IWD Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 14 shares — an estimated $2.89K sold.

Koesten Hirschmann & Crabtree first reported a position in IWD in Q4 2022 and held it in 12 quarters. The position peaked at $2.89K in Q3 2025. 1,909 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 14 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $2.89K.
Koesten Hirschmann & Crabtree first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's iShares Russell 1000 Value ETF position peaked at $2.89K in Q3 2025.
1,909 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.