Promus Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Promus Capital’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 Q3	$477K	Buy	+2,342	New	+$466K	0.3%	59

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Promus Capital's IWD Position: Q3 2025 in Review

Promus Capital opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2025: 2,342 shares worth $477K. The stake represents 0.3% of the portfolio and ranks #59 among its holdings.

1,753 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

Promus Capital held 2,342 shares of iShares Russell 1000 Value ETF worth $477K as of Q3 2025.
iShares Russell 1000 Value ETF was a new Promus Capital position in Q3 2025.
iShares Russell 1000 Value ETF made up 0.3% of Promus Capital's portfolio in Q3 2025, its #59 holding.
1,753 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.