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Personal CFO Solutions’s iShares Russell 1000 Value ETF IWD Stock Holding History

Personal CFO Solutions’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 		$1.27M Sell
5,937
-1,380
-19% -$302K 0.18% 100
2025
Q4 		$1.54M Buy
+7,317
New +$1.51M 0.24% 68
2025
Q3 		– Sell
-10,087
Closed -$1.96M – 509
2025
Q2 		$1.96M Buy
10,087
+5,331
+112% +$987K 0.36% 50
2025
Q1 		$895K Sell
4,756
-2,937
-38% -$559K 0.18% 116
2024
Q4 		$1.42M Buy
7,693
+3,029
+65% +$581K 0.28% 66
2024
Q3 		$885K Sell
4,664
-3,526
-43% -$642K 0.12% 166
2024
Q2 		$1.43M Buy
8,190
+3,527
+76% +$617K 0.22% 85
2024
Q1 		$835K Sell
4,663
-3,911
-46% -$662K 0.13% 157
2023
Q4 		$1.42M Buy
8,574
+2,536
+42% +$392K 0.25% 77
2023
Q3 		$917K Buy
6,038
+3,096
+105% +$491K 0.18% 107
2023
Q2 		$464K Hold
2,942
– – 0.09% 219
2023
Q1 		$448K Sell
2,942
-538
-15% -$83.1K 0.09% 215
2022
Q4 		$528K Sell
3,480
-647
-16% -$96.8K 0.11% 181
2022
Q3 		$561K Sell
4,127
-8,677
-68% -$1.3M 0.14% 141
2022
Q2 		$1.86M Buy
12,804
+9,177
+253% +$1.44M 0.44% 47
2022
Q1 		$602K Sell
3,627
-940
-21% -$154K 0.12% 164
2021
Q4 		$767K Buy
4,567
+327
+8% +$53.6K 0.14% 137
2021
Q3 		$664K Buy
4,240
+300
+8% +$48.1K 0.14% 147
2021
Q2 		$625K Buy
3,940
+540
+16% +$85.5K 0.13% 155
2021
Q1 		$515K Sell
3,400
-4,682
-58% -$677K 0.11% 168
2020
Q4 		$1.1M Buy
8,082
+3,882
+92% +$498K 0.27% 84
2020
Q3 		$0 Hold
4,200
– – ﹤0.01% 239
2020
Q2 		$473K Sell
4,200
-16,643
-80% -$1.83M 0.14% 137
2020
Q1 		$2.07M Buy
20,843
+11,864
+132% +$1.48M 0.74% 29
2019
Q4 		$1.23M Buy
8,979
+1,324
+17% +$175K 0.35% 60
2019
Q3 		$982K Buy
+7,655
New +$973K 0.39% 62

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Personal CFO Solutions's IWD Position: Q1 2026 in Review

Personal CFO Solutions reduced its iShares Russell 1000 Value ETF (IWD) stake by 19% in Q1 2026, selling an estimated $302K and leaving 5,937 shares worth $1.27M. The position accounts for 0.18% of the portfolio, ranked #100.

Personal CFO Solutions first reported a position in IWD in Q3 2019 and has held it in 26 quarters since. The position peaked at $2.07M in Q1 2020. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Personal CFO Solutions held 5,937 shares of iShares Russell 1000 Value ETF worth $1.27M as of Q1 2026.
  • Personal CFO Solutions sold 1,380 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $302K.
  • iShares Russell 1000 Value ETF made up 0.18% of Personal CFO Solutions's portfolio in Q1 2026, its #100 holding.
  • Personal CFO Solutions first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and has held it in 26 quarters since.
  • Personal CFO Solutions's iShares Russell 1000 Value ETF position peaked at $2.07M in Q1 2020.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.