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My Personal CFO LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

My Personal CFO LLC’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
-18,811
Closed -$3.83M – 133
2025
Q3 		$3.83M Buy
+18,811
New +$3.74M 1.48% 20

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

My Personal CFO LLC's IWD Position: Q4 2025 in Review

My Personal CFO LLC sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 18,811 shares — an estimated $3.83M sold.

My Personal CFO LLC first reported a position in IWD in Q3 2025 and held it in 1 quarter. The position peaked at $3.83M in Q3 2025. 1,908 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

  • My Personal CFO LLC reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 18,811 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $3.83M.
  • My Personal CFO LLC first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and held it in 1 quarter.
  • My Personal CFO LLC's iShares Russell 1000 Value ETF position peaked at $3.83M in Q3 2025.
  • 1,908 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.