Thoroughbred Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Thoroughbred Financial Services’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	$220K	Hold	1,033	–	–	0.01%	545
2025 Q4	$217K	Hold	1,033	–	–	0.01%	545
2025 Q3	$210K	Buy	+1,033	New	+$205K	0.01%	543
2025 Q2	–	Sell	-1,232	Closed	-$231K	–	636
2025 Q1	$231K	Sell	1,232 -1,953	-61%	-$372K	0.01%	621
2024 Q4	$589K	Buy	3,185 +1,957	+159%	+$375K	0.04%	367
2024 Q3	$233K	Sell	1,228 -4,900	-80%	-$893K	0.02%	586
2024 Q2	$1.07M	Buy	+6,128	New	+$1.07M	0.07%	249
2024 Q1	–	Sell	-18,017	Closed	-$2.98M	–	544
2023 Q4	$2.98M	Buy	+18,017	New	+$2.78M	0.24%	87

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

Thoroughbred Financial Services's IWD Position: Q1 2026 in Review

Thoroughbred Financial Services held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,033 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #545.

Thoroughbred Financial Services first reported a position in IWD in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.98M in Q4 2023. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Thoroughbred Financial Services held 1,033 shares of iShares Russell 1000 Value ETF worth $220K as of Q1 2026.
Thoroughbred Financial Services left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.01% of Thoroughbred Financial Services's portfolio in Q1 2026, its #545 holding.
Thoroughbred Financial Services first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 8 quarters since.
Thoroughbred Financial Services's iShares Russell 1000 Value ETF position peaked at $2.98M in Q4 2023.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.