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

ORG 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
2025 Q4	$1.65M	Buy	7,835 +2,447	+45%	+$505K	0.29%	73
2025 Q3	$1.12M	Buy	5,388 +2,403	+81%	+$478K	0.2%	104
2025 Q2	$585K	Buy	2,985 +662	+28%	+$123K	0.12%	148
2025 Q1	$437K	Buy	2,323 +1,050	+82%	+$200K	0.11%	160
2024 Q4	$236K	Buy	1,273 +455	+56%	+$87.3K	0.03%	297
2024 Q3	$155K	Hold	818	–	–	0.02%	318
2024 Q2	$142K	Buy	+818	New	+$143K	0.02%	500
2024 Q1	–	Sell	-1,704	Closed	-$282K	–	802
2023 Q4	$282K	Buy	1,704 +1,006	+144%	+$155K	0.05%	248
2023 Q3	$106K	Buy	698 +481	+222%	+$76.3K	0.03%	393
2023 Q2	$34.7K	Buy	+217	New	+$33.2K	0.01%	749

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

ORG Partners's IWD Position: Q4 2025 in Review

ORG Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 45% in Q4 2025, buying an estimated $505K and bringing the position to 7,835 shares worth $1.65M. The position accounts for 0.29% of the portfolio, ranked #73.

ORG Partners first reported a position in IWD in Q2 2023 and has held it in 10 quarters since. 1,906 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

ORG Partners held 7,835 shares of iShares Russell 1000 Value ETF worth $1.65M as of Q4 2025.
ORG Partners bought 2,447 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $505K.
iShares Russell 1000 Value ETF made up 0.29% of ORG Partners's portfolio in Q4 2025, its #73 holding.
ORG Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 10 quarters since.
1,906 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.