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Premier Path Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Premier Path Wealth 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
2026
Q1 		$3.34M Sell
15,613
-5,069
-25% -$1.11M 0.43% 47
2025
Q4 		$4.35M Buy
20,682
+4,234
+26% +$875K 0.56% 39
2025
Q3 		$3.35M Sell
16,448
-1,436
-8% -$286K 0.43% 51
2025
Q2 		$3.47M Sell
17,884
-2,365
-12% -$438K 0.48% 42
2025
Q1 		$3.81M Sell
20,249
-13,922
-41% -$2.65M 0.59% 37
2024
Q4 		$6.33M Buy
34,171
+12,900
+61% +$2.47M 0.96% 25
2024
Q3 		$4.04M Sell
21,271
-520
-2% -$94.7K 0.64% 35
2024
Q2 		$3.8M Sell
21,791
-1,543
-7% -$270K 0.65% 35
2024
Q1 		$4.17M Sell
23,334
-12,893
-36% -$2.18M 0.79% 30
2023
Q4 		$5.95M Buy
+36,227
New +$5.59M 1.32% 15

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

Premier Path Wealth Partners's IWD Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 25% in Q1 2026, selling an estimated $1.11M and leaving 15,613 shares worth $3.34M. The position accounts for 0.43% of the portfolio, ranked #47.

Premier Path Wealth Partners first reported a position in IWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.33M in Q4 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Premier Path Wealth Partners held 15,613 shares of iShares Russell 1000 Value ETF worth $3.34M as of Q1 2026.
  • Premier Path Wealth Partners sold 5,069 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.11M.
  • iShares Russell 1000 Value ETF made up 0.43% of Premier Path Wealth Partners's portfolio in Q1 2026, its #47 holding.
  • Premier Path Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 10 quarters since.
  • Premier Path Wealth Partners's iShares Russell 1000 Value ETF position peaked at $6.33M in Q4 2024.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.