PACK Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

PACK Private Wealth’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	$394K	Hold	1,842	–	–	0.18%	31
2025 Q4	$387K	Hold	1,842	–	–	0.18%	32
2025 Q3	$375K	Hold	1,842	–	–	0.18%	31
2025 Q2	$358K	Hold	1,842	–	–	0.19%	28
2025 Q1	$347K	Hold	1,842	–	–	0.21%	27
2024 Q4	$341K	Hold	1,842	–	–	0.2%	29
2024 Q3	$350K	Hold	1,842	–	–	0.2%	28
2024 Q2	$321K	Hold	1,842	–	–	0.2%	29
2024 Q1	$330K	Hold	1,842	–	–	0.21%	29
2023 Q4	$304K	Hold	1,842	–	–	0.21%	28
2023 Q3	$277K	Hold	1,842	–	–	0.21%	30
2023 Q2	$291K	Hold	1,842	–	–	0.22%	30
2023 Q1	$280K	Hold	1,842	–	–	0.22%	28
2022 Q4	$279K	Hold	1,842	–	–	0.24%	28
2022 Q3	$250K	Hold	1,842	–	–	0.24%	32
2022 Q2	$267K	Hold	1,842	–	–	0.24%	29
2022 Q1	$306K	Hold	1,842	–	–	0.25%	30
2021 Q4	$309K	Buy	+1,842	New	+$302K	0.25%	33

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

PACK Private Wealth's IWD Position: Q1 2026 in Review

PACK Private Wealth held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,842 shares worth $394K. The position accounts for 0.18% of the portfolio, ranked #31.

PACK Private Wealth first reported a position in IWD in Q4 2021 and has held it in 18 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

PACK Private Wealth held 1,842 shares of iShares Russell 1000 Value ETF worth $394K as of Q1 2026.
PACK Private Wealth left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.18% of PACK Private Wealth's portfolio in Q1 2026, its #31 holding.
PACK Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 18 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.