Little House Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Little House Capital’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 Q1	–	Sell	-3,897	Closed	-$721K	–	142
2024 Q4	$721K	Buy	+3,897	New	+$747K	0.21%	83
2023 Q1	–	Sell	-3,100	Closed	-$470K	–	118
2022 Q4	$470K	Buy	3,100 +341	+12%	+$51K	0.23%	84
2022 Q3	$375K	Buy	2,759 +195	+8%	+$29.3K	0.2%	93
2022 Q2	$372K	Buy	+2,564	New	+$401K	0.2%	94
2019 Q2	–	Sell	-313	Closed	-$38K	–	190
2019 Q1	$38K	Buy	+313	New	+$37.6K	0.03%	175

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Little House Capital's IWD Position: Q1 2025 in Review

Little House Capital sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2025, closing a stake of 3,897 shares — an estimated $721K sold.

Little House Capital first reported a position in IWD in Q1 2019 and held it in 5 quarters. The position peaked at $721K in Q4 2024. 1,714 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

Little House Capital reported no remaining iShares Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
Little House Capital sold 3,897 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $721K.
Little House Capital first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and held it in 5 quarters.
Little House Capital's iShares Russell 1000 Value ETF position peaked at $721K in Q4 2024.
1,714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on Little House Capital's 13F filing for Q1 2025, filed 25 Apr 2025.