Peloton Wealth Strategists’s iShares Russell 1000 Value ETF IWD Stock Holding History

Peloton Wealth Strategists’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 Q1	–	Sell	-9,367	Closed	-$1.73M	–	95
2024 Q4	$1.73M	Buy	9,367 +77	+0.8%	+$14.8K	0.7%	51
2024 Q3	$1.76M	Buy	9,290 +86	+0.9%	+$15.7K	0.7%	53
2024 Q2	$1.61M	Sell	9,204 -196	-2%	-$34.3K	0.66%	50
2024 Q1	$1.68M	Buy	9,400 +624	+7%	+$106K	0.68%	50
2023 Q4	$1.45M	Buy	+8,776	New	+$1.36M	0.63%	56
2021 Q4	–	Sell	-10,035	Closed	-$1.57M	–	90
2021 Q3	$1.57M	Sell	10,035 -28	-0.3%	-$4.49K	0.64%	57
2021 Q2	$1.6M	Buy	10,063 +228	+2%	+$36.1K	0.66%	55
2021 Q1	$1.49M	Buy	9,835 +821	+9%	+$119K	0.7%	50
2020 Q4	$1.23M	Sell	9,014 -4,785	-35%	-$614K	0.61%	49
2020 Q3	$1.63M	Sell	13,799 -471	-3%	-$55.9K	0.91%	42
2020 Q2	$1.61M	Sell	14,270 -211	-1%	-$23.2K	1.01%	40
2020 Q1	$1.44M	Buy	14,481 +3,823	+36%	+$476K	1.17%	37
2019 Q4	$1.46M	Buy	+10,658	New	+$1.4M	0.88%	46

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Peloton Wealth Strategists's IWD Position: Q1 2025 in Review

Peloton Wealth Strategists sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2025, closing a stake of 9,367 shares — an estimated $1.73M sold.

Peloton Wealth Strategists first reported a position in IWD in Q4 2019 and held it in 13 quarters. The position peaked at $1.76M in Q3 2024. 1,714 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

Peloton Wealth Strategists reported no remaining iShares Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
Peloton Wealth Strategists sold 9,367 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $1.73M.
Peloton Wealth Strategists first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 13 quarters.
Peloton Wealth Strategists's iShares Russell 1000 Value ETF position peaked at $1.76M in Q3 2024.
1,714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on Peloton Wealth Strategists's 13F filing for Q1 2025, filed 16 May 2025.