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Stuart Chaussee & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Stuart Chaussee & Associates’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
Q4 		– Sell
-117
Closed -$23.8K – 70
2025
Q3 		$23.8K Hold
117
– – 0.01% 122
2025
Q2 		$22.7K Hold
117
– – 0.01% 120
2025
Q1 		$22K Hold
117
– – 0.01% 121
2024
Q4 		$21.7K Hold
117
– – 0.01% 120
2024
Q3 		$22.2K Hold
117
– – 0.01% 107
2024
Q2 		$20.4K Buy
+117
New +$20.5K 0.01% 105

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Stuart Chaussee & Associates's IWD Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 117 shares — an estimated $23.8K sold.

Stuart Chaussee & Associates first reported a position in IWD in Q2 2024 and held it in 6 quarters. The position peaked at $23.8K in Q3 2025. 1,909 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 117 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $23.8K.
  • Stuart Chaussee & Associates first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and held it in 6 quarters.
  • Stuart Chaussee & Associates's iShares Russell 1000 Value ETF position peaked at $23.8K in Q3 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.