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Oldfather Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Oldfather Financial Services’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 		$9.25M Sell
43,987
-262
-0.6% -$54.1K 2.75% 8
2025
Q3 		$9.01M Buy
44,249
+380
+0.9% +$75.6K 2.81% 9
2025
Q2 		$8.52M Buy
43,869
+406
+0.9% +$75.2K 2.93% 9
2025
Q1 		$8.18M Buy
43,463
+209
+0.5% +$39.8K 3.1% 9
2024
Q4 		$8.01M Buy
43,254
+271
+0.6% +$52K 3.05% 7
2024
Q3 		$8.16M Sell
42,983
-1,082
-2% -$197K 3.14% 7
2024
Q2 		$7.69M Buy
44,065
+196
+0.4% +$34.3K 3.15% 7
2024
Q1 		$7.86M Buy
43,869
+153
+0.3% +$25.9K 3.23% 7
2023
Q4 		$7.22M Buy
43,716
+595
+1% +$91.9K 3.22% 8
2023
Q3 		$6.55M Buy
43,121
+987
+2% +$157K 3.32% 7
2023
Q2 		$6.65M Sell
42,134
-261
-0.6% -$39.9K 3.25% 8
2023
Q1 		$6.46M Buy
42,395
+1,526
+4% +$236K 3.34% 8
2022
Q4 		$6.2M Buy
40,869
+7,642
+23% +$1.14M 3.53% 5
2022
Q3 		$4.52M Buy
33,227
+239
+0.7% +$35.9K 2.83% 9
2022
Q2 		$5M Buy
32,988
+1,515
+5% +$237K 2.86% 9
2022
Q1 		$5.08M Buy
31,473
+891
+3% +$146K 2.76% 9
2021
Q4 		$5.04M Buy
30,582
+2,438
+9% +$399K 2.65% 9
2021
Q3 		$4.7M Buy
28,144
+565
+2% +$90.6K 2.41% 10
2021
Q2 		$4.47M Buy
27,579
+1,023
+4% +$162K 2.44% 10
2021
Q1 		$4.09M Buy
26,556
+2,540
+11% +$367K 2.35% 10
2020
Q4 		$3.41M Buy
24,016
+632
+3% +$81.1K 2.02% 11
2020
Q3 		$2.86M Buy
23,384
+692
+3% +$82.1K 2.04% 12
2020
Q2 		$2.67M Sell
22,692
-1,577
-6% -$173K 2.07% 12
2020
Q1 		$2.58M Buy
24,269
+4,771
+24% +$595K 2.45% 9
2019
Q4 		$2.64M Buy
+19,498
New +$2.57M 2.45% 10

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

Oldfather Financial Services's IWD Position: Q4 2025 in Review

Oldfather Financial Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.59% in Q4 2025, selling an estimated $54.1K and leaving 43,987 shares worth $9.25M. The position accounts for 2.75% of the portfolio, ranked #8.

Oldfather Financial Services first reported a position in IWD in Q4 2019 and has held it in 25 quarters since. 1,906 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

  • Oldfather Financial Services held 43,987 shares of iShares Russell 1000 Value ETF worth $9.25M as of Q4 2025.
  • Oldfather Financial Services sold 262 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $54.1K.
  • iShares Russell 1000 Value ETF made up 2.75% of Oldfather Financial Services's portfolio in Q4 2025, its #8 holding.
  • Oldfather Financial Services first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 25 quarters since.
  • 1,906 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.