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

Provident 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 		$110K Hold
516
– – 0.03% 97
2025
Q4 		$109K Hold
516
– – 0.03% 101
2025
Q3 		$105K Hold
516
– – 0.03% 104
2025
Q2 		$100K Hold
516
– – 0.03% 101
2025
Q1 		$97.1K Buy
516
+500
+3,125% +$95.2K 0.03% 96
2024
Q4 		$2.96K Hold
16
– – ﹤0.01% 114
2024
Q3 		$3.04K Hold
16
– – ﹤0.01% 117
2024
Q2 		$2.79K Hold
16
– – ﹤0.01% 111
2024
Q1 		$2.87K Hold
16
– – ﹤0.01% 103
2023
Q4 		$2.64K Buy
+16
New +$2.47K ﹤0.01% 84

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

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

Provident Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 516 shares worth $110K. The position accounts for 0.03% of the portfolio, ranked #97.

Provident 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.

  • Provident Wealth Management held 516 shares of iShares Russell 1000 Value ETF worth $110K as of Q1 2026.
  • Provident Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Value ETF made up 0.03% of Provident Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Provident 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 Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.