Spectrum Wealth Counsel’s iShares Russell 1000 Value ETF IWD Stock Holding History

Spectrum Wealth Counsel’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	$223K	Buy	+1,187	New	+$226K	0.03%	118

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

Spectrum Wealth Counsel's IWD Position: Q1 2025 in Review

Spectrum Wealth Counsel opened a new position in iShares Russell 1000 Value ETF (IWD) in Q1 2025: 1,187 shares worth $223K. The stake represents 0.03% of the portfolio and ranks #118 among its holdings.

1,714 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

Spectrum Wealth Counsel held 1,187 shares of iShares Russell 1000 Value ETF worth $223K as of Q1 2025.
iShares Russell 1000 Value ETF was a new Spectrum Wealth Counsel position in Q1 2025.
iShares Russell 1000 Value ETF made up 0.03% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #118 holding.
1,714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.