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

PrairieView 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
2025
Q2 		$535K Hold
2,759
– – 0.05% 87
2025
Q1 		$519K Sell
2,759
-125
-4% -$23.8K 0.05% 85
2024
Q4 		$533K Hold
2,884
– – 0.06% 85
2024
Q3 		$547K Sell
2,884
-41
-1% -$7.47K 0.06% 84
2024
Q2 		$510K Hold
2,925
– – 0.06% 87
2024
Q1 		$524K Sell
2,925
-22
-0.7% -$3.72K 0.06% 77
2023
Q4 		$487K Sell
2,947
-60
-2% -$9.27K 0.06% 78
2023
Q3 		$456K Hold
3,007
– – 0.06% 75
2023
Q2 		$474K Hold
3,007
– – 0.06% 78
2023
Q1 		$457K Sell
3,007
-27
-0.9% -$4.17K 0.06% 77
2022
Q4 		$460K Sell
3,034
-25
-0.8% -$3.74K 0.07% 73
2022
Q3 		$416K Sell
3,059
-240
-7% -$36.1K 0.07% 74
2022
Q2 		$478K Sell
3,299
-91
-3% -$14.2K 0.07% 72
2022
Q1 		$563K Sell
3,390
-563
-14% -$92.5K 0.08% 70
2021
Q4 		$664K Hold
3,953
– – 0.09% 57
2021
Q3 		$619K Sell
3,953
-1
-0% -$160 0.09% 52
2021
Q2 		$627K Sell
3,954
-329
-8% -$52.1K 0.09% 51
2021
Q1 		$649K Buy
4,283
+2
+0% +$289 0.1% 50
2020
Q4 		$585K Buy
4,281
+3
+0.1% +$385 0.1% 51
2020
Q3 		$505K Buy
4,278
+252
+6% +$29.9K 0.11% 54
2020
Q2 		$453K Sell
4,026
-505
-11% -$55.5K 0.1% 55
2020
Q1 		$449K Buy
4,531
+109
+2% +$13.6K 0.11% 50
2019
Q4 		$603K Buy
4,422
+411
+10% +$54.2K 0.13% 49
2019
Q3 		$514K Buy
+4,011
New +$510K 0.12% 50
2018
Q2 		– Sell
-3,142
Closed -$377K – 56
2018
Q1 		$377K Sell
3,142
-148
-4% -$18.5K 0.09% 50
2017
Q4 		$409K Buy
+3,290
New +$399K 0.11% 50

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PrairieView Partners's IWD Position: Q2 2025 in Review

PrairieView Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2025 at 2,759 shares worth $535K. The position accounts for 0.05% of the portfolio, ranked #87.

PrairieView Partners first reported a position in IWD in Q4 2017 and has held it in 26 quarters since. The position peaked at $664K in Q4 2021. 1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

  • PrairieView Partners held 2,759 shares of iShares Russell 1000 Value ETF worth $535K as of Q2 2025.
  • PrairieView Partners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2025.
  • iShares Russell 1000 Value ETF made up 0.05% of PrairieView Partners's portfolio in Q2 2025, its #87 holding.
  • PrairieView Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 26 quarters since.
  • PrairieView Partners's iShares Russell 1000 Value ETF position peaked at $664K in Q4 2021.
  • 1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.