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

Signature Wealth Management 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	–	Sell	-1,325	Closed	-$279K	–	120
2025 Q4	$279K	Buy	1,325 +6	+0.5%	+$1.24K	0.14%	95
2025 Q3	$269K	Buy	1,319 +5	+0.4%	+$995	0.14%	94
2025 Q2	$255K	Buy	1,314 +6	+0.5%	+$1.11K	0.15%	94
2025 Q1	$246K	Buy	1,308 +85	+7%	+$16.2K	0.16%	91
2024 Q4	$226K	Buy	1,223 +55	+5%	+$10.6K	0.16%	93
2024 Q3	$222K	Buy	1,168 +6	+0.5%	+$1.09K	0.16%	95
2024 Q2	$203K	Buy	+1,162	New	+$203K	0.15%	99

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

Signature Wealth Management Partners's IWD Position: Q1 2026 in Review

Signature Wealth Management Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 1,325 shares — an estimated $279K sold.

Signature Wealth Management Partners first reported a position in IWD in Q2 2024 and held it in 7 quarters. The position peaked at $279K in Q4 2025. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Signature Wealth Management Partners reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Signature Wealth Management Partners sold 1,325 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $279K.
Signature Wealth Management Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and held it in 7 quarters.
Signature Wealth Management Partners's iShares Russell 1000 Value ETF position peaked at $279K in Q4 2025.
1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.