Prosperity Consulting Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Prosperity Consulting Group’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	$5.87M	Buy	27,474 +8,638	+46%	+$1.89M	0.26%	69
2025 Q4	$3.96M	Buy	18,836 +8,622	+84%	+$1.78M	0.18%	94
2025 Q3	$2.08M	Buy	10,214 +5,010	+96%	+$997K	0.1%	158
2025 Q2	$1.01M	Buy	5,204 +1,842	+55%	+$341K	0.07%	225
2025 Q1	$633K	Sell	3,362 -14,696	-81%	-$2.8M	0.05%	273
2024 Q4	$3.34M	Buy	18,058 +14,671	+433%	+$2.81M	0.25%	90
2024 Q3	$643K	Sell	3,387 -661	-16%	-$120K	0.05%	281
2024 Q2	$706K	Sell	4,048 -374	-8%	-$65.4K	0.1%	149
2024 Q1	$792K	Sell	4,422 -15,757	-78%	-$2.67M	0.1%	146
2023 Q4	$3.33M	Buy	20,179 +15,058	+294%	+$2.33M	1.12%	20
2023 Q3	$777K	Buy	+5,121	New	+$812K	0.36%	67

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

Prosperity Consulting Group's IWD Position: Q1 2026 in Review

Prosperity Consulting Group increased its iShares Russell 1000 Value ETF (IWD) stake by 46% in Q1 2026, buying an estimated $1.89M and bringing the position to 27,474 shares worth $5.87M. The position accounts for 0.26% of the portfolio, ranked #69.

Prosperity Consulting Group first reported a position in IWD in Q3 2023 and has held it in 11 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Prosperity Consulting Group held 27,474 shares of iShares Russell 1000 Value ETF worth $5.87M as of Q1 2026.
Prosperity Consulting Group bought 8,638 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.89M.
iShares Russell 1000 Value ETF made up 0.26% of Prosperity Consulting Group's portfolio in Q1 2026, its #69 holding.
Prosperity Consulting Group first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 11 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.