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

Opes 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 		$3.47M Sell
16,244
-80
-0.5% -$17.5K 0.57% 39
2025
Q4 		$3.43M Buy
16,324
+10
+0.1% +$2.07K 0.56% 41
2025
Q3 		$3.32M Sell
16,314
-2,050
-11% -$408K 0.57% 41
2025
Q2 		$3.57M Buy
18,364
+2,050
+13% +$380K 0.63% 37
2025
Q1 		$3.07M Hold
16,314
– – 0.62% 39
2024
Q4 		$3.02M Buy
16,314
+20
+0.1% +$3.84K 0.62% 35
2024
Q3 		$3.09M Hold
16,294
– – 0.59% 36
2024
Q2 		$2.84M Sell
16,294
-90
-0.5% -$15.7K 0.59% 34
2024
Q1 		$2.93M Hold
16,384
– – 0.68% 33
2023
Q4 		$2.71M Sell
16,384
-2,921
-15% -$451K 0.65% 33
2023
Q3 		$2.93M Buy
19,305
+2,045
+12% +$324K 0.81% 33
2023
Q2 		$2.72M Sell
17,260
-594
-3% -$90.8K 0.77% 33
2023
Q1 		$2.72M Sell
17,854
-160
-0.9% -$24.7K 0.88% 31
2022
Q4 		$2.73M Sell
18,014
-411
-2% -$61.5K 0.99% 31
2022
Q3 		$2.51M Sell
18,425
-378
-2% -$56.8K 1% 29
2022
Q2 		$2.73M Sell
18,803
-2,086
-10% -$326K 1.09% 30
2022
Q1 		$3.47M Sell
20,889
-330
-2% -$54.2K 1.13% 27
2021
Q4 		$3.56M Sell
21,219
-2,098
-9% -$344K 1.11% 26
2021
Q3 		$3.65M Sell
23,317
-135
-0.6% -$21.6K 1.29% 24
2021
Q2 		$3.72M Sell
23,452
-5,225
-18% -$827K 1.38% 24
2021
Q1 		$4.35M Buy
28,677
+4,585
+19% +$663K 1.7% 20
2020
Q4 		$3.29M Sell
24,092
-5,350
-18% -$686K 1.59% 22
2020
Q3 		$3.48M Sell
29,442
-681
-2% -$80.8K 1.66% 18
2020
Q2 		$3.39M Buy
30,123
+4,725
+19% +$520K 1.73% 18
2020
Q1 		$2.52M Sell
25,398
-1,231
-5% -$153K 1.9% 18
2019
Q4 		$3.63M Sell
26,629
-158
-0.6% -$20.8K 2.23% 17
2019
Q3 		$3.44M Sell
26,787
-55
-0.2% -$6.99K 2.27% 18
2019
Q2 		$3.42M Sell
26,842
-172
-0.6% -$21.5K 2.33% 17
2019
Q1 		$3.34M Buy
+27,014
New +$3.25M 2.44% 15

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

Opes Wealth Management's IWD Position: Q1 2026 in Review

Opes Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.49% in Q1 2026, selling an estimated $17.5K and leaving 16,244 shares worth $3.47M. The position accounts for 0.57% of the portfolio, ranked #39.

Opes Wealth Management first reported a position in IWD in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.35M in Q1 2021. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Opes Wealth Management held 16,244 shares of iShares Russell 1000 Value ETF worth $3.47M as of Q1 2026.
  • Opes Wealth Management sold 80 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $17.5K.
  • iShares Russell 1000 Value ETF made up 0.57% of Opes Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Opes Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 29 quarters since.
  • Opes Wealth Management's iShares Russell 1000 Value ETF position peaked at $4.35M in Q1 2021.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.