Stone Summit Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Stone Summit Wealth’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	$232K	Hold	1,086	–	–	0.06%	138
2025 Q4	$228K	Hold	1,086	–	–	0.06%	138
2025 Q3	$221K	Sell	1,086 -91	-8%	-$18.1K	0.06%	139
2025 Q2	$229K	Sell	1,177 -282	-19%	-$52.2K	0.07%	135
2025 Q1	$275K	Sell	1,459 -321	-18%	-$61.1K	0.09%	125
2024 Q4	$330K	Sell	1,780 -23	-1%	-$4.41K	0.11%	116
2024 Q3	$342K	Sell	1,803 -24	-1%	-$4.37K	0.11%	118
2024 Q2	$319K	Hold	1,827	–	–	0.11%	119
2024 Q1	$327K	Hold	1,827	–	–	0.11%	120
2023 Q4	$302K	Hold	1,827	–	–	0.12%	123
2023 Q3	$277K	Hold	1,827	–	–	0.12%	123
2023 Q2	$288K	Buy	+1,827	New	+$279K	0.12%	121
2022 Q2	–	Sell	-1,265	Closed	-$211K	–	132
2022 Q1	$211K	Sell	1,265 -470	-27%	-$77.2K	0.12%	124
2021 Q4	$290K	Buy	+1,735	New	+$284K	0.24%	97

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

Stone Summit Wealth's IWD Position: Q1 2026 in Review

Stone Summit Wealth held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,086 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #138.

Stone Summit Wealth first reported a position in IWD in Q4 2021 and has held it in 14 quarters since. The position peaked at $342K in Q3 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Stone Summit Wealth held 1,086 shares of iShares Russell 1000 Value ETF worth $232K as of Q1 2026.
Stone Summit Wealth left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.06% of Stone Summit Wealth's portfolio in Q1 2026, its #138 holding.
Stone Summit Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 14 quarters since.
Stone Summit Wealth's iShares Russell 1000 Value ETF position peaked at $342K in Q3 2024.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.