RFP Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

RFP Financial Group’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	–	Sell	-7,616	Closed	-$1.41M	–	95
2025 Q3	$1.41M	Hold	7,616	–	–	0.57%	34
2025 Q2	$1.48M	Hold	7,616	–	–	0.61%	32
2025 Q1	$1.43M	Hold	7,616	–	–	0.58%	34
2024 Q4	$1.41M	Hold	7,616	–	–	0.55%	33
2024 Q3	$1.45M	Hold	7,616	–	–	0.47%	36
2024 Q2	$1.33M	Hold	7,616	–	–	0.49%	35
2024 Q1	$1.36M	Hold	7,616	–	–	0.53%	33
2023 Q4	$1.26M	Hold	7,616	–	–	0.52%	32
2023 Q3	$1.16M	Hold	7,616	–	–	0.51%	32
2023 Q2	$1.2M	Hold	7,616	–	–	0.49%	36
2023 Q1	$1.16M	Hold	7,616	–	–	1.34%	15
2022 Q4	$1.15M	Buy	+7,616	New	+$1.14M	0.52%	35

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

RFP Financial Group's IWD Position: Q4 2025 in Review

RFP Financial Group sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 7,616 shares — an estimated $1.41M sold.

RFP Financial Group first reported a position in IWD in Q4 2022 and held it in 12 quarters. The position peaked at $1.48M in Q2 2025. 1,909 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

RFP Financial Group reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
RFP Financial Group sold 7,616 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $1.41M.
RFP Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 12 quarters.
RFP Financial Group's iShares Russell 1000 Value ETF position peaked at $1.48M in Q2 2025.
1,909 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on RFP Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.