Ridgewood Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-41	Closed	-$7.96K	–	443
2025 Q2	$7.96K	Hold	41	–	–	﹤0.01%	545
2025 Q1	$7.71K	Hold	41	–	–	﹤0.01%	510
2024 Q4	$7.59K	Hold	41	–	–	﹤0.01%	530
2024 Q3	$7.78K	Hold	41	–	–	﹤0.01%	543
2024 Q2	$7.15K	Buy	+41	New	+$7.17K	﹤0.01%	549
2023 Q3	–	Sell	-41	Closed	-$6.47K	–	473
2023 Q2	$6.47K	Hold	41	–	–	﹤0.01%	563
2023 Q1	$6.24K	Buy	+41	New	+$6.33K	﹤0.01%	573
2021 Q1	–	Sell	-3,581	Closed	-$423K	–	202
2020 Q4	$423K	Hold	3,581	–	–	0.33%	100
2020 Q3	$423K	Sell	3,581 -132	-4%	-$15.7K	0.33%	101
2020 Q2	$418K	Sell	3,713 -116	-3%	-$12.8K	0.35%	103
2020 Q1	$380K	Hold	3,829	–	–	0.39%	80
2019 Q4	$523K	Hold	3,829	–	–	0.37%	83
2019 Q3	$491K	Hold	3,829	–	–	0.38%	82
2019 Q2	$487K	Hold	3,829	–	–	0.38%	85
2019 Q1	$473K	Hold	3,829	–	–	0.39%	74
2018 Q4	$485K	Hold	3,829	–	–	0.39%	72
2018 Q3	$485K	Hold	3,829	–	–	0.39%	72
2018 Q2	$465K	Hold	3,829	–	–	0.41%	70
2018 Q1	$459K	Hold	3,829	–	–	0.42%	69
2017 Q4	$476K	Hold	3,829	–	–	0.43%	71
2017 Q3	$454K	Hold	3,829	–	–	0.43%	68
2017 Q2	$446K	Hold	3,829	–	–	0.45%	63
2017 Q1	$440K	Hold	3,829	–	–	0.47%	60
2016 Q4	$428K	Buy	+3,829	New	+$414K	0.5%	55

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ridgewood Investments's IWD Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2025, closing a stake of 41 shares — an estimated $7.96K sold.

Ridgewood Investments first reported a position in IWD in Q4 2016 and held it in 24 quarters. The position peaked at $523K in Q4 2019. 1,756 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

Ridgewood Investments reported no remaining iShares Russell 1000 Value ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 41 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $7.96K.
Ridgewood Investments first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and held it in 24 quarters.
Ridgewood Investments's iShares Russell 1000 Value ETF position peaked at $523K in Q4 2019.
1,756 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.