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

Sagespring 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
2026 Q1	$12M	Sell	55,972 -79	-0.1%	-$17.3K	0.22%	61
2025 Q4	$11.8M	Sell	56,051 -1,243	-2%	-$257K	0.21%	66
2025 Q3	$11.7M	Sell	57,294 -119	-0.2%	-$23.7K	0.23%	61
2025 Q2	$11.2M	Sell	57,413 -1,297	-2%	-$240K	0.24%	59
2025 Q1	$11M	Sell	58,710 -2,567	-4%	-$489K	0.28%	53
2024 Q4	$11.3M	Buy	+61,277	New	+$11.8M	0.3%	46

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sagespring Wealth Partners's IWD Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.14% in Q1 2026, selling an estimated $17.3K and leaving 55,972 shares worth $12M. The position accounts for 0.22% of the portfolio, ranked #61.

Sagespring Wealth Partners first reported a position in IWD in Q4 2024 and has held it in 6 quarters since. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Sagespring Wealth Partners held 55,972 shares of iShares Russell 1000 Value ETF worth $12M as of Q1 2026.
Sagespring Wealth Partners sold 79 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $17.3K.
iShares Russell 1000 Value ETF made up 0.22% of Sagespring Wealth Partners's portfolio in Q1 2026, its #61 holding.
Sagespring Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 6 quarters since.
1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.