Moss Adams Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Moss Adams Wealth Advisors’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	$762K	Hold	3,567	–	–	0.06%	105
2025 Q4	$750K	Hold	3,567	–	–	0.05%	102
2025 Q3	$726K	Hold	3,567	–	–	0.06%	98
2025 Q2	$693K	Sell	3,567 -1,394	-28%	-$258K	0.06%	107
2025 Q1	$933K	Buy	4,961 +1,254	+34%	+$239K	0.1%	70
2024 Q4	$686K	Hold	3,707	–	–	0.07%	82
2024 Q3	$704K	Buy	3,707 +888	+32%	+$162K	0.08%	73
2024 Q2	$492K	Hold	2,819	–	–	0.07%	80
2024 Q1	$505K	Buy	2,819 +1,015	+56%	+$172K	0.08%	74
2023 Q4	$298K	Hold	1,804	–	–	0.06%	83
2023 Q3	$274K	Sell	1,804 -71	-4%	-$11.3K	0.09%	70
2023 Q2	$296K	Sell	1,875 -15	-0.8%	-$2.29K	0.1%	65
2023 Q1	$288K	Hold	1,890	–	–	0.1%	66
2022 Q4	$287K	Buy	+1,890	New	+$283K	0.14%	74

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

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

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

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

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

Moss Adams Wealth Advisors's IWD Position: Q1 2026 in Review

Moss Adams Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 3,567 shares worth $762K. The position accounts for 0.06% of the portfolio, ranked #105.

Moss Adams Wealth Advisors first reported a position in IWD in Q4 2022 and has held it in 14 quarters since. The position peaked at $933K in Q1 2025. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Moss Adams Wealth Advisors held 3,567 shares of iShares Russell 1000 Value ETF worth $762K as of Q1 2026.
Moss Adams Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.06% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #105 holding.
Moss Adams Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 14 quarters since.
Moss Adams Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $933K in Q1 2025.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.