RS
IWD icon

Retirement Solution’s iShares Russell 1000 Value ETF IWD Stock Holding History

Retirement Solution’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 		$247K Sell
1,158
-79
-6% -$17.3K 0.06% 43
2025
Q4 		$260K Buy
1,237
+80
+7% +$16.5K 0.06% 43
2025
Q3 		$236K Sell
1,157
-2
-0.2% -$398 0.06% 37
2025
Q2 		$225K Buy
+1,159
New +$215K 0.06% 35

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

Retirement Solution's IWD Position: Q1 2026 in Review

Retirement Solution reduced its iShares Russell 1000 Value ETF (IWD) stake by 6.4% in Q1 2026, selling an estimated $17.3K and leaving 1,158 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #43.

Retirement Solution first reported a position in IWD in Q2 2025 and has held it in 4 quarters since. The position peaked at $260K in Q4 2025. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Retirement Solution held 1,158 shares of iShares Russell 1000 Value ETF worth $247K as of Q1 2026.
  • Retirement Solution sold 79 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $17.3K.
  • iShares Russell 1000 Value ETF made up 0.06% of Retirement Solution's portfolio in Q1 2026, its #43 holding.
  • Retirement Solution first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Retirement Solution's iShares Russell 1000 Value ETF position peaked at $260K in Q4 2025.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Retirement Solution's 13F filing for Q1 2026, filed 11 May 2026.