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

Proathlete 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	$32.9M	Buy	153,566 +5,665	+4%	+$1.24M	9.13%	3
2025 Q4	$31.2M	Buy	147,901 +7,683	+5%	+$1.59M	8.51%	3
2025 Q3	$28.5M	Buy	140,218 +7,604	+6%	+$1.51M	8.22%	3
2025 Q2	$25.8M	Buy	132,614 +62,412	+89%	+$11.6M	8.2%	3
2025 Q1	$13.2M	Buy	70,202 +6,309	+10%	+$1.2M	4.82%	5
2024 Q4	$11.8M	Buy	63,893 +8,325	+15%	+$1.6M	4.45%	6
2024 Q3	$10.5M	Buy	55,568 +5,840	+12%	+$1.06M	4.35%	7
2024 Q2	$8.68M	Buy	49,728 +5,866	+13%	+$1.03M	4.11%	7
2024 Q1	$7.86M	Buy	43,862 +7,011	+19%	+$1.19M	4.18%	7
2023 Q4	$6.09M	Buy	+36,851	New	+$5.69M	3.6%	7

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

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

Proathlete Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 3.8% in Q1 2026, buying an estimated $1.24M and bringing the position to 153,566 shares worth $32.9M. The position accounts for 9.13% of the portfolio, ranked #3.

Proathlete Wealth Management first reported a position in IWD in Q4 2023 and has held it in 10 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Proathlete Wealth Management held 153,566 shares of iShares Russell 1000 Value ETF worth $32.9M as of Q1 2026.
Proathlete Wealth Management bought 5,665 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.24M.
iShares Russell 1000 Value ETF made up 9.13% of Proathlete Wealth Management's portfolio in Q1 2026, its #3 holding.
Proathlete Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 10 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Proathlete Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.