Ridgecrest Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Ridgecrest Wealth Partners’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	-1,480	Closed	-$301K	–	109
2025 Q3	$301K	Hold	1,480	–	–	0.14%	88
2025 Q2	$287K	Hold	1,480	–	–	0.15%	84
2025 Q1	$278K	Hold	1,480	–	–	0.15%	89
2024 Q4	$274K	Hold	1,480	–	–	0.15%	83
2024 Q3	$281K	Hold	1,480	–	–	0.15%	89
2024 Q2	$258K	Hold	1,480	–	–	0.16%	88
2024 Q1	$265K	Hold	1,480	–	–	0.16%	89
2023 Q4	$245K	Hold	1,480	–	–	0.16%	87
2023 Q3	$225K	Hold	1,480	–	–	0.16%	87
2023 Q2	$234K	Buy	1,480 +20	+1%	+$3.06K	0.15%	88
2023 Q1	$222K	Hold	1,460	–	–	0.16%	88
2022 Q4	$221K	Buy	+1,460	New	+$219K	0.17%	85
2022 Q3	–	Sell	-1,460	Closed	-$212K	–	104
2022 Q2	$212K	Hold	1,460	–	–	0.15%	96
2022 Q1	$242K	Hold	1,460	–	–	0.15%	97
2021 Q4	$245K	Buy	+1,460	New	+$239K	0.12%	109

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

Ridgecrest Wealth Partners's IWD Position: Q4 2025 in Review

Ridgecrest Wealth Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 1,480 shares — an estimated $301K sold.

Ridgecrest Wealth Partners first reported a position in IWD in Q4 2021 and held it in 15 quarters. The position peaked at $301K in Q3 2025. 1,909 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

Ridgecrest Wealth Partners reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
Ridgecrest Wealth Partners sold 1,480 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $301K.
Ridgecrest Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 15 quarters.
Ridgecrest Wealth Partners's iShares Russell 1000 Value ETF position peaked at $301K in Q3 2025.
1,909 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Ridgecrest Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.