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Rappaport Reiches Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Rappaport Reiches Capital 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
2025
Q1 		$219K Hold
1,163
– – 0.05% 110
2024
Q4 		$215K Hold
1,163
– – 0.06% 101
2024
Q3 		$221K Hold
1,163
– – 0.06% 101
2024
Q2 		$203K Sell
1,163
-57
-5% -$9.97K 0.06% 96
2024
Q1 		$219K Hold
1,220
– – 0.07% 95
2023
Q4 		$202K Buy
+1,220
New +$188K 0.07% 81

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Rappaport Reiches Capital Management's IWD Position: Q1 2025 in Review

Rappaport Reiches Capital Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2025 at 1,163 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #110.

Rappaport Reiches Capital Management first reported a position in IWD in Q4 2023 and has held it in 6 quarters since. The position peaked at $221K in Q3 2024. 1,714 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

  • Rappaport Reiches Capital Management held 1,163 shares of iShares Russell 1000 Value ETF worth $219K as of Q1 2025.
  • Rappaport Reiches Capital Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2025.
  • iShares Russell 1000 Value ETF made up 0.05% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #110 holding.
  • Rappaport Reiches Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 6 quarters since.
  • Rappaport Reiches Capital Management's iShares Russell 1000 Value ETF position peaked at $221K in Q3 2024.
  • 1,714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.