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

PBMares 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
2025 Q3	$484K	Hold	2,378	–	–	0.08%	114
2025 Q2	$462K	Hold	2,378	–	–	0.08%	111
2025 Q1	$447K	Hold	2,378	–	–	0.09%	116
2024 Q4	$440K	Buy	2,378 +55	+2%	+$10.6K	0.09%	119
2024 Q3	$441K	Buy	2,323 +360	+18%	+$65.6K	0.09%	117
2024 Q2	$342K	Hold	1,963	–	–	0.08%	134
2024 Q1	$352K	Hold	1,963	–	–	0.09%	128
2023 Q4	$324K	Hold	1,963	–	–	0.1%	131
2023 Q3	$298K	Buy	1,963 +21	+1%	+$3.33K	0.11%	131
2023 Q2	$306K	Buy	1,942 +411	+27%	+$62.8K	0.11%	135
2023 Q1	$233K	Hold	1,531	–	–	0.09%	156
2022 Q4	$232K	Hold	1,531	–	–	0.09%	144
2022 Q3	$208K	Hold	1,531	–	–	0.09%	148
2022 Q2	$222K	Hold	1,531	–	–	0.1%	140
2022 Q1	$254K	Sell	1,531 -334	-18%	-$54.9K	0.16%	128
2021 Q4	$313K	Buy	+1,865	New	+$306K	0.13%	123
2020 Q1	–	Sell	-2,203	Closed	-$301K	–	121
2019 Q4	$301K	Buy	+2,203	New	+$290K	0.36%	85

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

PBMares Wealth Management's IWD Position: Q3 2025 in Review

PBMares Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2025 at 2,378 shares worth $484K. The position accounts for 0.08% of the portfolio, ranked #114.

PBMares Wealth Management first reported a position in IWD in Q4 2019 and has held it in 17 quarters since. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

PBMares Wealth Management held 2,378 shares of iShares Russell 1000 Value ETF worth $484K as of Q3 2025.
PBMares Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q3 2025.
iShares Russell 1000 Value ETF made up 0.08% of PBMares Wealth Management's portfolio in Q3 2025, its #114 holding.
PBMares Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 17 quarters since.
1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.