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

Schechter Investment 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 Q1	$1.21M	Buy	6,430 +136	+2%	+$25.9K	0.1%	200
2024 Q4	$1.17M	Buy	6,294 +172	+3%	+$33K	0.09%	216
2024 Q3	$1.16M	Sell	6,122 -295	-5%	-$53.7K	0.09%	222
2024 Q2	$1.12M	Buy	6,417 +295	+5%	+$51.6K	0.08%	216
2024 Q1	$1.1M	Buy	6,122 +2,879	+89%	+$487K	0.08%	225
2023 Q4	$536K	Sell	3,243 -1,727	-35%	-$267K	0.05%	340
2023 Q3	$755K	Buy	4,970 +1,622	+48%	+$257K	0.07%	269
2023 Q2	$528K	Sell	3,348 -3,122	-48%	-$477K	0.05%	378
2023 Q1	$985K	Sell	6,470 -2,177	-25%	-$336K	0.09%	260
2022 Q4	$1.31M	Buy	8,647 +936	+12%	+$140K	0.12%	213
2022 Q3	$1.05M	Buy	7,711 +4,363	+130%	+$656K	0.1%	264
2022 Q2	$485K	Hold	3,348	–	–	0.05%	541
2022 Q1	$556K	Hold	3,348	–	–	0.05%	499
2021 Q4	$562K	Buy	+3,348	New	+$549K	0.05%	475

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

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

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

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

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

Schechter Investment Advisors's IWD Position: Q1 2025 in Review

Schechter Investment Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 2.2% in Q1 2025, buying an estimated $25.9K and bringing the position to 6,430 shares worth $1.21M. The position accounts for 0.1% of the portfolio, ranked #200.

Schechter Investment Advisors first reported a position in IWD in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.31M in Q4 2022. 1,714 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

Schechter Investment Advisors held 6,430 shares of iShares Russell 1000 Value ETF worth $1.21M as of Q1 2025.
Schechter Investment Advisors bought 136 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $25.9K.
iShares Russell 1000 Value ETF made up 0.1% of Schechter Investment Advisors's portfolio in Q1 2025, its #200 holding.
Schechter Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's iShares Russell 1000 Value ETF position peaked at $1.31M in Q4 2022.
1,714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.