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

PUREfi Wealth’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 		$409K Sell
1,914
-323
-14% -$70.7K 0.27% 100
2025
Q4 		$471K Sell
2,237
-345
-13% -$71.3K 0.36% 75
2025
Q3 		$526K Sell
2,582
-123
-5% -$24.5K 0.4% 69
2025
Q2 		$525K Hold
2,705
– – 0.42% 63
2025
Q1 		$509K Buy
2,705
+859
+47% +$164K 0.51% 55
2024
Q4 		$342K Buy
+1,846
New +$354K 0.33% 82

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

PUREfi Wealth's IWD Position: Q1 2026 in Review

PUREfi Wealth reduced its iShares Russell 1000 Value ETF (IWD) stake by 14% in Q1 2026, selling an estimated $70.7K and leaving 1,914 shares worth $409K. The position accounts for 0.27% of the portfolio, ranked #100.

PUREfi Wealth first reported a position in IWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $526K in Q3 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • PUREfi Wealth held 1,914 shares of iShares Russell 1000 Value ETF worth $409K as of Q1 2026.
  • PUREfi Wealth sold 323 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $70.7K.
  • iShares Russell 1000 Value ETF made up 0.27% of PUREfi Wealth's portfolio in Q1 2026, its #100 holding.
  • PUREfi Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • PUREfi Wealth's iShares Russell 1000 Value ETF position peaked at $526K in Q3 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.