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Ransom Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

Ransom Advisory’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
Q4 		$9.46K Buy
+45
New +$9.29K ﹤0.01% 351
2025
Q1 		– Sell
-45
Closed -$8.33K – 369
2024
Q4 		$8.33K Hold
45
– – ﹤0.01% 359
2024
Q3 		$8.54K Hold
45
– – ﹤0.01% 364
2024
Q2 		$7.85K Hold
45
– – ﹤0.01% 358
2024
Q1 		$8.06K Buy
+45
New +$7.61K ﹤0.01% 296

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ransom Advisory's IWD Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares Russell 1000 Value ETF (IWD) in Q4 2025: 45 shares worth $9.46K. The stake represents ﹤0.01% of the portfolio and ranks #351 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in IWD as recently as Q4 2024.

Ransom Advisory first reported a position in IWD in Q1 2024 and has held it in 5 quarters since. 1,909 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

  • Ransom Advisory held 45 shares of iShares Russell 1000 Value ETF worth $9.46K as of Q4 2025.
  • iShares Russell 1000 Value ETF was a new Ransom Advisory position in Q4 2025.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Ransom Advisory's portfolio in Q4 2025, its #351 holding.
  • Ransom Advisory first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,909 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.