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NFP Retirement Inc’s iShares Russell 1000 Value ETF IWD Stock Holding History

NFP Retirement Inc’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 		$583K Sell
2,731
-18
-0.7% -$3.94K 0.04% 182
2025
Q4 		$578K Buy
2,749
+63
+2% +$13K 0.04% 178
2025
Q3 		$547K Sell
2,686
-50
-2% -$9.95K 0.03% 187
2025
Q2 		$531K Buy
2,736
+422
+18% +$78.2K 0.04% 194
2025
Q1 		$435K Buy
2,314
+11
+0.5% +$2.1K 0.03% 193
2024
Q4 		$426K Hold
2,303
– – 0.03% 200
2024
Q3 		$437K Buy
2,303
+364
+19% +$66.3K 0.04% 198
2024
Q2 		$338K Hold
1,939
– – 0.03% 215
2024
Q1 		$347K Sell
1,939
-257
-12% -$43.5K 0.03% 217
2023
Q4 		$363K Buy
2,196
+242
+12% +$37.4K 0.06% 172
2023
Q3 		$297K Sell
1,954
-337
-15% -$53.5K 0.06% 184
2023
Q2 		$362K Sell
2,291
-298
-12% -$45.6K 0.07% 168
2023
Q1 		$394K Buy
2,589
+3
+0.1% +$463 0.08% 172
2022
Q4 		$392K Buy
2,586
+23
+0.9% +$3.44K 0.09% 167
2022
Q3 		$349K Hold
2,563
– – 0.09% 164
2022
Q2 		$372K Buy
2,563
+623
+32% +$97.5K 0.09% 162
2022
Q1 		$322K Buy
+1,940
New +$319K 0.08% 174

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 $374B AUM 17.66% 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

NFP Retirement Inc's IWD Position: Q1 2026 in Review

NFP Retirement Inc reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.65% in Q1 2026, selling an estimated $3.94K and leaving 2,731 shares worth $583K. The position accounts for 0.04% of the portfolio, ranked #182.

NFP Retirement Inc first reported a position in IWD in Q1 2022 and has held it in 17 quarters since. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • NFP Retirement Inc held 2,731 shares of iShares Russell 1000 Value ETF worth $583K as of Q1 2026.
  • NFP Retirement Inc sold 18 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $3.94K.
  • iShares Russell 1000 Value ETF made up 0.04% of NFP Retirement Inc's portfolio in Q1 2026, its #182 holding.
  • NFP Retirement Inc first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.