Stevens Capital Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Stevens Capital 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
2025 Q1	–	Sell	-1,408	Closed	-$261K	–	63
2024 Q4	$261K	Buy	1,408 +204	+17%	+$39.1K	0.12%	59
2024 Q3	$228K	Sell	1,204 -51	-4%	-$9.29K	0.11%	59
2024 Q2	$219K	Sell	1,255 -40	-3%	-$6.99K	0.11%	55
2024 Q1	$232K	Sell	1,295 -358	-22%	-$60.6K	0.14%	56
2023 Q4	$273K	Buy	1,653 +240	+17%	+$37.1K	0.19%	45
2023 Q3	$215K	Buy	1,413 +100	+8%	+$15.9K	0.17%	47
2023 Q2	$207K	Buy	+1,313	New	+$201K	0.16%	49

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

Stevens Capital Partners's IWD Position: Q1 2025 in Review

Stevens Capital Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2025, closing a stake of 1,408 shares — an estimated $261K sold.

Stevens Capital Partners first reported a position in IWD in Q2 2023 and held it in 7 quarters. The position peaked at $273K in Q4 2023. 1,714 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

Stevens Capital Partners reported no remaining iShares Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
Stevens Capital Partners sold 1,408 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $261K.
Stevens Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and held it in 7 quarters.
Stevens Capital Partners's iShares Russell 1000 Value ETF position peaked at $273K in Q4 2023.
1,714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on Stevens Capital Partners's 13F filing for Q1 2025, filed 2 May 2025.