Parr McKnight Wealth Management Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Parr McKnight Wealth Management Group’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	$265K	Hold	1,239	–	–	0.03%	201
2025 Q4	$261K	Hold	1,239	–	–	0.03%	216
2025 Q3	$252K	Buy	1,239 +67	+6%	+$13.3K	0.03%	215
2025 Q2	$228K	Hold	1,172	–	–	0.03%	217
2025 Q1	$221K	Hold	1,172	–	–	0.03%	221
2024 Q4	$217K	Buy	+1,172	New	+$225K	0.03%	222

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

Parr McKnight Wealth Management Group's IWD Position: Q1 2026 in Review

Parr McKnight Wealth Management Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,239 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #201.

Parr McKnight Wealth Management Group first reported a position in IWD in Q4 2024 and has held it in 6 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Parr McKnight Wealth Management Group held 1,239 shares of iShares Russell 1000 Value ETF worth $265K as of Q1 2026.
Parr McKnight Wealth Management Group left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.03% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #201 holding.
Parr McKnight Wealth Management Group first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 6 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.