Probity Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Probity Advisors’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	–	Sell	-1,124	Closed	-$211K	–	235
2025 Q1	$211K	Hold	1,124	–	–	0.04%	220
2024 Q4	$208K	Hold	1,124	–	–	0.04%	226
2024 Q3	$213K	Buy	+1,124	New	+$205K	0.04%	219
2024 Q2	–	Sell	-1,124	Closed	-$201K	–	213
2024 Q1	$201K	Buy	+1,124	New	+$190K	0.04%	207

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Probity Advisors's IWD Position: Q2 2025 in Review

Probity Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 1,124 shares — an estimated $211K sold.

Probity Advisors first reported a position in IWD in Q1 2024 and held it in 4 quarters. The position peaked at $213K in Q3 2024. 1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

Probity Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
Probity Advisors sold 1,124 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $211K.
Probity Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and held it in 4 quarters.
Probity Advisors's iShares Russell 1000 Value ETF position peaked at $213K in Q3 2024.
1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Probity Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.