Obermeyer Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Obermeyer Wealth Partners’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	$634K	Hold	2,966	–	–	0.03%	150
2025 Q4	$624K	Hold	2,966	–	–	0.03%	150
2025 Q3	$604K	Hold	2,966	–	–	0.03%	144
2025 Q2	$576K	Hold	2,966	–	–	0.03%	146
2025 Q1	$558K	Buy	2,966 +160	+6%	+$30.5K	0.03%	138
2024 Q4	$519K	Sell	2,806 -260	-8%	-$49.9K	0.03%	145
2024 Q3	$582K	Sell	3,066 -330	-10%	-$60.1K	0.03%	140
2024 Q2	$593K	Sell	3,396 -40	-1%	-$6.99K	0.03%	134
2024 Q1	$615K	Sell	3,436 -97	-3%	-$16.4K	0.04%	126
2023 Q4	$584K	Hold	3,533	–	–	0.04%	103
2023 Q3	$536K	Sell	3,533 -159	-4%	-$25.2K	0.04%	106
2023 Q2	$583K	Hold	3,692	–	–	0.04%	108
2023 Q1	$562K	Hold	3,692	–	–	0.04%	105
2022 Q4	$560K	Buy	3,692 +650	+21%	+$97.3K	0.04%	107
2022 Q3	$414K	Buy	+3,042	New	+$457K	0.03%	123

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

Obermeyer Wealth Partners's IWD Position: Q1 2026 in Review

Obermeyer Wealth Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 2,966 shares worth $634K. The position accounts for 0.03% of the portfolio, ranked #150.

Obermeyer Wealth Partners first reported a position in IWD in Q3 2022 and has held it in 15 quarters since. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Obermeyer Wealth Partners held 2,966 shares of iShares Russell 1000 Value ETF worth $634K as of Q1 2026.
Obermeyer Wealth Partners left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #150 holding.
Obermeyer Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and has held it in 15 quarters since.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.