Stephens Consulting’s iShares Russell 1000 Value ETF IWD Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-172	Closed	-$33.4K	–	782
2025 Q2	$33.4K	Hold	172	–	–	0.01%	220
2025 Q1	$32.4K	Hold	172	–	–	0.01%	222
2024 Q4	$31.8K	Hold	172	–	–	0.01%	220
2024 Q3	$32.6K	Sell	172 -27	-14%	-$4.92K	0.01%	220
2024 Q2	$34.7K	Hold	199	–	–	0.01%	211
2024 Q1	$35.6K	Sell	199 -295	-60%	-$49.9K	0.01%	203
2023 Q4	$81.6K	Hold	494	–	–	0.03%	129
2023 Q3	$75K	Hold	494	–	–	0.03%	131
2023 Q2	$78K	Hold	494	–	–	0.03%	124
2023 Q1	$75.2K	Hold	494	–	–	0.05%	134
2022 Q4	$74.9K	Hold	494	–	–	0.05%	131
2022 Q3	$67.2K	Hold	494	–	–	0.06%	144
2022 Q2	$71.6K	Hold	494	–	–	0.06%	136
2022 Q1	$82K	Hold	494	–	–	0.07%	146
2021 Q4	$83K	Buy	+494	New	+$80.9K	0.07%	160

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

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

Stephens Consulting's IWD Position: Q3 2025 in Review

Stephens Consulting sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2025, closing a stake of 172 shares — an estimated $33.4K sold.

Stephens Consulting first reported a position in IWD in Q4 2021 and held it in 15 quarters. The position peaked at $83K in Q4 2021. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

Stephens Consulting reported no remaining iShares Russell 1000 Value ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 172 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $33.4K.
Stephens Consulting first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 15 quarters.
Stephens Consulting's iShares Russell 1000 Value ETF position peaked at $83K in Q4 2021.
1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.