Smith & Howard Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Smith & Howard 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	–	Sell	-300	Closed	-$60K	–	95
2025 Q4	$60K	Sell	300 -200	-40%	-$41.3K	0.01%	87
2025 Q3	$87.5K	Buy	+500	New	+$99.5K	0.02%	86

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

Smith & Howard Wealth Management's IWD Position: Q1 2026 in Review

Smith & Howard Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 4.5% in Q1 2026, buying an estimated $423K and bringing the position to 45,230 shares worth $9.64M. The position accounts for 2.09% of the portfolio, ranked #15.

Smith & Howard Wealth Management first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Smith & Howard Wealth Management held 45,230 shares of iShares Russell 1000 Value ETF worth $9.64M as of Q1 2026.
Smith & Howard Wealth Management bought 1,931 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $423K.
iShares Russell 1000 Value ETF made up 2.09% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #15 holding.
Smith & Howard Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.