Northwest Quadrant Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Northwest Quadrant Wealth Management’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	$299K	Buy	1,401 +5	+0.4%	+$1.09K	0.06%	48
2025 Q4	$294K	Buy	1,396 +7	+0.5%	+$1.45K	0.06%	51
2025 Q3	$283K	Buy	1,389 +6	+0.4%	+$1.19K	0.06%	54
2025 Q2	$269K	Buy	1,383 +6	+0.4%	+$1.11K	0.06%	52
2025 Q1	$259K	Sell	1,377 -83	-6%	-$15.8K	0.06%	54
2024 Q4	$270K	Buy	1,460 +96	+7%	+$18.4K	0.06%	57
2024 Q3	$259K	Buy	1,364 +7	+0.5%	+$1.27K	0.06%	53
2024 Q2	$237K	Buy	1,357 +6	+0.4%	+$1.05K	0.06%	55
2024 Q1	$242K	Buy	1,351 +6	+0.4%	+$1.01K	0.06%	57
2023 Q4	$222K	Buy	1,345 +16	+1%	+$2.47K	0.06%	59
2023 Q3	$202K	Buy	+1,329	New	+$211K	0.06%	60

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

Northwest Quadrant Wealth Management's IWD Position: Q1 2026 in Review

Northwest Quadrant Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.36% in Q1 2026, buying an estimated $1.09K and bringing the position to 1,401 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #48.

Northwest Quadrant Wealth Management first reported a position in IWD in Q3 2023 and has held it in 11 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Northwest Quadrant Wealth Management held 1,401 shares of iShares Russell 1000 Value ETF worth $299K as of Q1 2026.
Northwest Quadrant Wealth Management bought 5 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.09K.
iShares Russell 1000 Value ETF made up 0.06% of Northwest Quadrant Wealth Management's portfolio in Q1 2026, its #48 holding.
Northwest Quadrant Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 11 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Northwest Quadrant Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.