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

Potentia Wealth’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	$5.67M	Buy	26,537 +173	+0.7%	+$37.9K	2.19%	12
2025 Q4	$5.55M	Sell	26,364 -645	-2%	-$133K	2.03%	11
2025 Q3	$5.5M	Buy	27,009 +330	+1%	+$65.6K	2.1%	12
2025 Q2	$5.18M	Sell	26,679 -676	-2%	-$125K	2.95%	8
2025 Q1	$5.15M	Buy	27,355 +5,289	+24%	+$1.01M	2.41%	13
2024 Q4	$4.09M	Buy	+22,066	New	+$4.23M	1.82%	14

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 $424B AUM 22.94% 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

Potentia Wealth's IWD Position: Q1 2026 in Review

Potentia Wealth increased its iShares Russell 1000 Value ETF (IWD) stake by 0.66% in Q1 2026, buying an estimated $37.9K and bringing the position to 26,537 shares worth $5.67M. The position accounts for 2.19% of the portfolio, ranked #12.

Potentia Wealth first reported a position in IWD in Q4 2024 and has held it in 6 quarters since. 1,901 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Potentia Wealth held 26,537 shares of iShares Russell 1000 Value ETF worth $5.67M as of Q1 2026.
Potentia Wealth bought 173 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $37.9K.
iShares Russell 1000 Value ETF made up 2.19% of Potentia Wealth's portfolio in Q1 2026, its #12 holding.
Potentia Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 6 quarters since.
1,901 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.