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Madison Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Madison Wealth Partners’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 		$417K Buy
1,952
+80
+4% +$17.5K 0.07% 131
2025
Q4 		$394K Buy
1,872
+43
+2% +$8.88K 0.07% 126
2025
Q3 		$372K Buy
1,829
+66
+4% +$13.1K 0.07% 113
2025
Q2 		$343K Sell
1,763
-20
-1% -$3.7K 0.07% 114
2025
Q1 		$336K Sell
1,783
-6
-0.3% -$1.14K 0.08% 104
2024
Q4 		$331K Buy
1,789
+27
+2% +$5.18K 0.09% 110
2024
Q3 		$334K Hold
1,762
– – 0.1% 104
2024
Q2 		$307K Hold
1,762
– – 0.11% 93
2024
Q1 		$316K Sell
1,762
-3
-0.2% -$508 0.11% 93
2023
Q4 		$292K Hold
1,765
– – 0.12% 94
2023
Q3 		$268K Hold
1,765
– – 0.14% 72
2023
Q2 		$279K Hold
1,765
– – 0.13% 73
2023
Q1 		$269K Sell
1,765
-85
-5% -$13.1K 0.14% 70
2022
Q4 		$281K Buy
1,850
+1
+0.1% +$150 0.16% 64
2022
Q3 		$252K Hold
1,849
– – 0.16% 63
2022
Q2 		$268K Buy
1,849
+88
+5% +$13.8K 0.17% 60
2022
Q1 		$292K Buy
1,761
+30
+2% +$4.93K 0.16% 56
2021
Q4 		$291K Hold
1,731
– – 0.15% 54
2021
Q3 		$271K Buy
1,731
+385
+29% +$61.7K 0.15% 54
2021
Q2 		$214K Buy
+1,346
New +$213K 0.12% 66

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 $424B AUM 22.94% 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

Madison Wealth Partners's IWD Position: Q1 2026 in Review

Madison Wealth Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 4.3% in Q1 2026, buying an estimated $17.5K and bringing the position to 1,952 shares worth $417K. The position accounts for 0.07% of the portfolio, ranked #131.

Madison Wealth Partners first reported a position in IWD in Q2 2021 and has held it in 20 quarters since. 1,901 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Madison Wealth Partners held 1,952 shares of iShares Russell 1000 Value ETF worth $417K as of Q1 2026.
  • Madison Wealth Partners bought 80 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $17.5K.
  • iShares Russell 1000 Value ETF made up 0.07% of Madison Wealth Partners's portfolio in Q1 2026, its #131 holding.
  • Madison Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,901 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.