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

Power Wealth Management’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	$455K	Hold	2,131	–	–	0.17%	74
2025 Q4	$448K	Hold	2,131	–	–	0.16%	73
2025 Q3	$434K	Hold	2,131	–	–	0.16%	70
2025 Q2	$414K	Hold	2,131	–	–	0.16%	70
2025 Q1	$401K	Sell	2,131 -30	-1%	-$5.71K	0.16%	69
2024 Q4	$400K	Hold	2,161	–	–	0.17%	69
2024 Q3	$410K	Hold	2,161	–	–	0.18%	68
2024 Q2	$377K	Sell	2,161 -952	-31%	-$166K	0.18%	76
2024 Q1	$558K	Buy	3,113 +1,608	+107%	+$272K	0.35%	59
2023 Q4	$249K	Buy	+1,505	New	+$232K	0.17%	81

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

Power Wealth Management's IWD Position: Q1 2026 in Review

Power Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 2,131 shares worth $455K. The position accounts for 0.17% of the portfolio, ranked #74.

Power Wealth Management first reported a position in IWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $558K in Q1 2024. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Power Wealth Management held 2,131 shares of iShares Russell 1000 Value ETF worth $455K as of Q1 2026.
Power Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.17% of Power Wealth Management's portfolio in Q1 2026, its #74 holding.
Power Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 10 quarters since.
Power Wealth Management's iShares Russell 1000 Value ETF position peaked at $558K in Q1 2024.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.