Philip James Wealth Mangement’s iShares Russell 1000 Value ETF IWD Stock Holding History

Philip James Wealth Mangement’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	–	Sell	-1,820	Closed	-$353K	–	188
2025 Q2	$353K	Buy	1,820 +8	+0.4%	+$1.48K	0.05%	129
2025 Q1	$341K	Sell	1,812 -324	-15%	-$61.7K	0.04%	127
2024 Q4	$395K	Buy	2,136 +11	+0.5%	+$2.11K	0.05%	119
2024 Q3	$403K	Buy	2,125 +11	+0.5%	+$2K	0.05%	109
2024 Q2	$369K	Buy	2,114 +9	+0.4%	+$1.57K	0.25%	41
2024 Q1	$377K	Buy	2,105 +9	+0.4%	+$1.52K	0.27%	42
2023 Q4	$346K	Buy	+2,096	New	+$324K	0.27%	47

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

Philip James Wealth Mangement's IWD Position: Q3 2025 in Review

Philip James Wealth Mangement sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2025, closing a stake of 1,820 shares — an estimated $353K sold.

Philip James Wealth Mangement first reported a position in IWD in Q4 2023 and held it in 7 quarters. The position peaked at $403K in Q3 2024. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

Philip James Wealth Mangement reported no remaining iShares Russell 1000 Value ETF position as of Q3 2025 after selling out during the quarter.
Philip James Wealth Mangement sold 1,820 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $353K.
Philip James Wealth Mangement first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and held it in 7 quarters.
Philip James Wealth Mangement's iShares Russell 1000 Value ETF position peaked at $403K in Q3 2024.
1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Philip James Wealth Mangement's 13F filing for Q3 2025, filed 24 Oct 2025.