Perfromance Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Perfromance Wealth Partners’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	$671K	Hold	3,141	–	–	0.02%	104
2025 Q4	$661K	Hold	3,141	–	–	0.02%	102
2025 Q3	$639K	Hold	3,141	–	–	0.02%	100
2025 Q2	$610K	Buy	3,141 +650	+26%	+$120K	0.02%	93
2025 Q1	$469K	Sell	2,491 -447	-15%	-$85.1K	0.02%	95
2024 Q4	$544K	Hold	2,938	–	–	0.02%	92
2024 Q3	$558K	Buy	2,938 +1,213	+70%	+$221K	0.02%	97
2024 Q2	$301K	Sell	1,725 -300	-15%	-$52.5K	0.01%	122
2024 Q1	$363K	Sell	2,025 -343	-14%	-$58K	0.02%	111
2023 Q4	$391K	Sell	2,368 -193	-8%	-$29.8K	0.02%	115
2023 Q3	$389K	Hold	2,561	–	–	0.02%	122
2023 Q2	$404K	Buy	+2,561	New	+$392K	0.02%	130
2023 Q1	–	Sell	-1,354	Closed	-$205K	–	182
2022 Q4	$205K	Sell	1,354 -142	-9%	-$21.3K	0.01%	159
2022 Q3	$203K	Buy	1,496 +82	+6%	+$12.3K	0.01%	156
2022 Q2	$205K	Hold	1,414	–	–	0.01%	160
2022 Q1	$235K	Hold	1,414	–	–	0.01%	157
2021 Q4	$237K	Buy	+1,414	New	+$232K	0.01%	158

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

Perfromance Wealth Partners's IWD Position: Q1 2026 in Review

Perfromance Wealth Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 3,141 shares worth $671K. The position accounts for 0.02% of the portfolio, ranked #104.

Perfromance Wealth Partners first reported a position in IWD in Q4 2021 and has held it in 17 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Perfromance Wealth Partners held 3,141 shares of iShares Russell 1000 Value ETF worth $671K as of Q1 2026.
Perfromance Wealth Partners left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.02% of Perfromance Wealth Partners's portfolio in Q1 2026, its #104 holding.
Perfromance Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 17 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.