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Strategic Financial Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Strategic Financial 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
2026
Q1 		$288K Sell
1,350
-493
-27% -$108K 0.12% 67
2025
Q4 		$388K Sell
1,843
-300
-14% -$62K 0.17% 61
2025
Q3 		$436K Sell
2,143
-19
-0.9% -$3.78K 0.2% 56
2025
Q2 		$420K Hold
2,162
– – 0.19% 55
2025
Q1 		$407K Hold
2,162
– – 0.21% 52
2024
Q4 		$400K Hold
2,162
– – 0.2% 51
2024
Q3 		$410K Sell
2,162
-102
-5% -$18.6K 0.21% 49
2024
Q2 		$395K Sell
2,264
-1,109
-33% -$194K 0.22% 48
2024
Q1 		$604K Sell
3,373
-238
-7% -$40.3K 0.33% 45
2023
Q4 		$597K Hold
3,611
– – 0.35% 39
2023
Q3 		$548K Hold
3,611
– – 0.33% 41
2023
Q2 		$570K Hold
3,611
– – 0.32% 41
2023
Q1 		$550K Buy
3,611
+196
+6% +$30.3K 0.34% 41
2022
Q4 		$518K Hold
3,415
– – 0.32% 40
2022
Q3 		$464K Sell
3,415
-1,713
-33% -$257K 0.3% 37
2022
Q2 		$743K Hold
5,128
– – 0.43% 30
2022
Q1 		$851K Sell
5,128
-102
-2% -$16.8K 0.43% 31
2021
Q4 		$878K Hold
5,230
– – 0.43% 32
2021
Q3 		$819K Sell
5,230
-190
-4% -$30.5K 0.44% 31
2021
Q2 		$860K Buy
5,420
+767
+16% +$121K 0.47% 31
2021
Q1 		$705K Buy
4,653
+76
+2% +$11K 0.42% 33
2020
Q4 		$626K Hold
4,577
– – 0.41% 34
2020
Q3 		$541K Buy
4,577
+379
+9% +$44.9K 0.42% 34
2020
Q2 		$473K Sell
4,198
-19
-0.5% -$2.09K 0.39% 36
2020
Q1 		$418K Buy
4,217
+508
+14% +$63.3K 0.44% 39
2019
Q4 		$506K Buy
+3,709
New +$489K 0.41% 47

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Strategic Financial Partners's IWD Position: Q1 2026 in Review

Strategic Financial Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 27% in Q1 2026, selling an estimated $108K and leaving 1,350 shares worth $288K. The position accounts for 0.12% of the portfolio, ranked #67.

Strategic Financial Partners first reported a position in IWD in Q4 2019 and has held it in 26 quarters since. The position peaked at $878K in Q4 2021. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Strategic Financial Partners held 1,350 shares of iShares Russell 1000 Value ETF worth $288K as of Q1 2026.
  • Strategic Financial Partners sold 493 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $108K.
  • iShares Russell 1000 Value ETF made up 0.12% of Strategic Financial Partners's portfolio in Q1 2026, its #67 holding.
  • Strategic Financial Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Partners's iShares Russell 1000 Value ETF position peaked at $878K in Q4 2021.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.