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

SilverOak Wealth Management’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 		$2.41M Hold
11,295
– – 0.38% 29
2025
Q4 		$2.38M Buy
11,295
+61
+0.5% +$12.6K 0.37% 30
2025
Q3 		$2.29M Buy
11,234
+50
+0.4% +$9.95K 0.39% 29
2025
Q2 		$2.17M Hold
11,184
– – 0.41% 30
2025
Q1 		$2.1M Buy
11,184
+179
+2% +$34.1K 0.46% 28
2024
Q4 		$2.04M Hold
11,005
– – 0.44% 27
2024
Q3 		$2.09M Hold
11,005
– – 0.47% 26
2024
Q2 		$1.92M Hold
11,005
– – 0.46% 27
2024
Q1 		$1.97M Hold
11,005
– – 0.49% 27
2023
Q4 		$1.82M Buy
+11,005
New +$1.7M 0.49% 26

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return