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Kozak & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Kozak & Associates’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
-47
Closed -$9.52K – 454
2025
Q3 		$9.52K Buy
+47
New +$9.35K ﹤0.01% 260
2024
Q1 		– Sell
-4
Closed -$652 – 419
2023
Q4 		$652 Buy
+4
New +$618 ﹤0.01% 344

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Kozak & Associates's IWD Position: Q4 2025 in Review

Kozak & Associates sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 47 shares — an estimated $9.52K sold.

Kozak & Associates first reported a position in IWD in Q4 2023 and held it in 2 quarters. The position peaked at $9.52K in Q3 2025. 1,909 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

  • Kozak & Associates reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Kozak & Associates sold 47 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $9.52K.
  • Kozak & Associates first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and held it in 2 quarters.
  • Kozak & Associates's iShares Russell 1000 Value ETF position peaked at $9.52K in Q3 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Kozak & Associates's 13F filing for Q4 2025, filed 12 Jan 2026.