Rise Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Rise Advisors’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	-50	Closed	-$10.2K	–	763
2025 Q3	$10.2K	Sell	50 -49	-49%	-$9.75K	﹤0.01%	989
2025 Q2	$19.3K	Sell	99 -148	-60%	-$27.4K	0.01%	557
2025 Q1	$46.6K	Buy	247 +1	+0.4%	+$190	0.02%	238
2024 Q4	$45.6K	Buy	246 +1	+0.4%	+$192	0.02%	252
2024 Q3	$46.5K	Buy	245 +1	+0.4%	+$182	0.02%	253
2024 Q2	$42.5K	Buy	244 +1	+0.4%	+$175	0.02%	263
2024 Q1	$43.5K	Buy	243 +1	+0.4%	+$169	0.02%	254
2023 Q4	$3.94K	Buy	242 +3	+1%	+$463	﹤0.01%	400
2023 Q3	$36.3K	Hold	239	–	–	0.03%	169
2023 Q2	$37.7K	Buy	239 +1	+0.4%	+$153	0.03%	176
2023 Q1	$36.2K	Buy	238 +1	+0.4%	+$154	0.03%	183
2022 Q4	$35.9K	Buy	237 +2	+0.9%	+$299	0.03%	178
2022 Q3	$32K	Sell	235 -112	-32%	-$16.8K	0.03%	195
2022 Q2	$50K	Buy	347 +2	+0.6%	+$313	0.05%	139
2022 Q1	$57K	Buy	345 +1	+0.3%	+$164	0.05%	137
2021 Q4	$57.7K	Buy	+344	New	+$56.4K	0.06%	135

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 22.9% 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

Rise Advisors's IWD Position: Q4 2025 in Review

Rise Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 50 shares — an estimated $10.2K sold.

Rise Advisors first reported a position in IWD in Q4 2021 and held it in 16 quarters. The position peaked at $57.7K in Q4 2021. 1,913 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

Rise Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 50 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $10.2K.
Rise Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 16 quarters.
Rise Advisors's iShares Russell 1000 Value ETF position peaked at $57.7K in Q4 2021.
1,913 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.