Studio Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Studio Investment Management’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 Q2	–	Sell	-162	Closed	-$30.5K	–	238
2025 Q1	$30.5K	Sell	162 -10	-6%	-$1.9K	0.01%	220
2024 Q4	$31.8K	Hold	172	–	–	0.01%	211
2024 Q3	$32.6K	Hold	172	–	–	0.01%	207
2024 Q2	$30K	Hold	172	–	–	0.01%	194
2024 Q1	$30.8K	Hold	172	–	–	0.01%	195
2023 Q4	$28.4K	Hold	172	–	–	0.01%	188
2023 Q3	$26.3K	Hold	172	–	–	0.01%	182
2023 Q2	$27.1K	Hold	172	–	–	0.01%	183
2023 Q1	$26.2K	Hold	172	–	–	0.01%	169
2022 Q4	$26.1K	Buy	172 +92	+115%	+$13.8K	0.01%	147
2022 Q3	$10.9K	Hold	80	–	–	﹤0.01%	146
2022 Q2	$12K	Buy	+80	New	+$12.5K	﹤0.01%	158

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Studio Investment Management's IWD Position: Q2 2025 in Review

Studio Investment Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 162 shares — an estimated $30.5K sold.

Studio Investment Management first reported a position in IWD in Q2 2022 and held it in 12 quarters. The position peaked at $32.6K in Q3 2024. 1,740 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

Studio Investment Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
Studio Investment Management sold 162 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $30.5K.
Studio Investment Management first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and held it in 12 quarters.
Studio Investment Management's iShares Russell 1000 Value ETF position peaked at $32.6K in Q3 2024.
1,740 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.