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

Savvy Advisors Inc’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	$7.53M	Sell	35,261 -987	-3%	-$216K	0.2%	88
2025 Q4	$7.62M	Buy	36,248 +34,890	+2,569%	+$7.21M	0.25%	73
2025 Q3	$276K	Buy	1,358 +41	+3%	+$8.16K	0.01%	651
2025 Q2	$256K	Sell	1,317 -1,005	-43%	-$186K	0.02%	525
2025 Q1	$437K	Buy	2,322 +1,157	+99%	+$220K	0.04%	311
2024 Q4	$216K	Hold	1,165	–	–	0.03%	417
2024 Q3	$221K	Hold	1,165	–	–	0.04%	316
2024 Q2	$203K	Buy	+1,165	New	+$204K	0.07%	289

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

Savvy Advisors Inc's IWD Position: Q1 2026 in Review

Savvy Advisors Inc reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.7% in Q1 2026, selling an estimated $216K and leaving 35,261 shares worth $7.53M. The position accounts for 0.2% of the portfolio, ranked #88.

Savvy Advisors Inc first reported a position in IWD in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.62M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Savvy Advisors Inc held 35,261 shares of iShares Russell 1000 Value ETF worth $7.53M as of Q1 2026.
Savvy Advisors Inc sold 987 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $216K.
iShares Russell 1000 Value ETF made up 0.2% of Savvy Advisors Inc's portfolio in Q1 2026, its #88 holding.
Savvy Advisors Inc first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 8 quarters since.
Savvy Advisors Inc's iShares Russell 1000 Value ETF position peaked at $7.62M in Q4 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.