Paces Ferry Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Paces Ferry Wealth Advisors’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	–	Sell	-2,759	Closed	-$580K	–	137
2025 Q4	$580K	Buy	+2,759	New	+$570K	0.24%	58
2023 Q1	–	Sell	-1,832	Closed	-$278K	–	115
2022 Q4	$278K	Buy	+1,832	New	+$274K	0.27%	81
2020 Q4	–	Sell	-841	Closed	-$99K	–	617
2020 Q3	$99K	Buy	+841	New	+$99.7K	0.09%	159

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Paces Ferry Wealth Advisors's IWD Position: Q1 2026 in Review

Paces Ferry Wealth Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 2,759 shares — an estimated $580K sold.

Paces Ferry Wealth Advisors first reported a position in IWD in Q3 2020 and held it in 3 quarters. The position peaked at $580K in Q4 2025. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Paces Ferry Wealth Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 2,759 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $580K.
Paces Ferry Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and held it in 3 quarters.
Paces Ferry Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $580K in Q4 2025.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.