Motiv8 Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

Motiv8 Investments’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	$24K	Buy	+115	New	+$23.8K	0.01%	363

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Motiv8 Investments's IWD Position: Q4 2025 in Review

Motiv8 Investments opened a new position in iShares Russell 1000 Value ETF (IWD) in Q4 2025: 115 shares worth $24K. The stake represents 0.01% of the portfolio and ranks #363 among its holdings.

1,909 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

Motiv8 Investments held 115 shares of iShares Russell 1000 Value ETF worth $24K as of Q4 2025.
iShares Russell 1000 Value ETF was a new Motiv8 Investments position in Q4 2025.
iShares Russell 1000 Value ETF made up 0.01% of Motiv8 Investments's portfolio in Q4 2025, its #363 holding.
1,909 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.