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

QTR Family 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 		$250K Sell
1,113
-45
-4% -$9.86K 0.1% 233
2025
Q4 		$260K Sell
1,158
-5
-0.4% -$1.03K 0.11% 208
2025
Q3 		$237K Sell
1,163
-117
-9% -$23.3K 0.11% 207
2025
Q2 		$249K Buy
1,280
+2
+0.2% +$370 0.15% 142
2025
Q1 		$241K Buy
+1,278
New +$243K 0.18% 137

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

QTR Family Wealth's IWD Position: Q1 2026 in Review

QTR Family Wealth reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.9% in Q1 2026, selling an estimated $9.86K and leaving 1,113 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #233.

QTR Family Wealth first reported a position in IWD in Q1 2025 and has held it in 5 quarters since. The position peaked at $260K in Q4 2025. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • QTR Family Wealth held 1,113 shares of iShares Russell 1000 Value ETF worth $250K as of Q1 2026.
  • QTR Family Wealth sold 45 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $9.86K.
  • iShares Russell 1000 Value ETF made up 0.1% of QTR Family Wealth's portfolio in Q1 2026, its #233 holding.
  • QTR Family Wealth first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's iShares Russell 1000 Value ETF position peaked at $260K in Q4 2025.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.