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Leigh Baldwin & Co’s iShares Russell 1000 Value ETF IWD Stock Holding History

Leigh Baldwin & Co’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
-1,222
Closed -$249K – 181
2025
Q3 		$249K Buy
1,222
+9
+0.7% +$1.79K 0.14% 169
2025
Q2 		$236K Buy
1,213
+4
+0.3% +$741 0.15% 164
2025
Q1 		$228K Buy
1,209
+12
+1% +$2.29K 0.18% 150
2024
Q4 		$222K Buy
+1,197
New +$230K 0.19% 152

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Leigh Baldwin & Co's IWD Position: Q4 2025 in Review

Leigh Baldwin & Co sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 1,222 shares — an estimated $249K sold.

Leigh Baldwin & Co first reported a position in IWD in Q4 2024 and held it in 4 quarters. The position peaked at $249K in Q3 2025. 1,906 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

  • Leigh Baldwin & Co reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Leigh Baldwin & Co sold 1,222 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $249K.
  • Leigh Baldwin & Co first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and held it in 4 quarters.
  • Leigh Baldwin & Co's iShares Russell 1000 Value ETF position peaked at $249K in Q3 2025.
  • 1,906 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Leigh Baldwin & Co's 13F filing for Q4 2025, filed 12 Feb 2026.