Tradition Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Tradition Wealth 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
2026 Q1	$10.2M	Buy	47,810 +17	+0%	+$3.72K	0.73%	37
2025 Q4	$10.1M	Buy	47,793 +649	+1%	+$134K	0.72%	35
2025 Q3	$9.6M	Sell	47,144 -12	-0%	-$2.39K	0.71%	35
2025 Q2	$9.16M	Buy	47,156 +2	+0%	+$370	0.73%	35
2025 Q1	$8.87M	Buy	47,154 +4	+0%	+$762	0.78%	33
2024 Q4	$8.73M	Buy	47,150 +2	+0%	+$384	0.77%	35
2024 Q3	$8.95M	Sell	47,148 -29	-0.1%	-$5.28K	0.8%	34
2024 Q2	$8.23M	Sell	47,177 -68	-0.1%	-$11.9K	0.8%	35
2024 Q1	$8.46M	Sell	47,245 -51,502	-52%	-$8.71M	0.86%	31
2023 Q4	$23.4M	Buy	98,747 +65	+0.1%	+$10K	2.45%	8
2023 Q3	$20.8M	Sell	98,682 -610	-0.6%	-$96.7K	2.48%	8
2023 Q2	$21.7M	Sell	99,292 -484	-0.5%	-$74K	2.53%	7
2023 Q1	$19.9M	Sell	99,776 -127	-0.1%	-$19.6K	2.48%	7
2022 Q4	$18.4M	Sell	99,903 -1,348	-1%	-$202K	2.6%	6
2022 Q3	$17.7M	Buy	101,251 +31	+0%	+$4.66K	2.66%	4
2022 Q2	$18.6M	Buy	101,220 +53,070	+110%	+$8.3M	2.7%	4
2022 Q1	$7.99M	Sell	48,150 -19	-0%	-$3.12K	1.02%	28
2021 Q4	$8.09M	Sell	48,169 -23,653	-33%	-$3.88M	1.02%	28
2021 Q3	$11.2M	Buy	71,822 +43,060	+150%	+$6.9M	1.6%	13
2021 Q2	$4.56M	Buy	28,762 +23,720	+470%	+$3.76M	0.68%	42
2021 Q1	$764K	Hold	5,042	–	–	0.13%	123
2020 Q4	$689K	Buy	+5,042	New	+$647K	0.13%	117

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

Tradition Wealth Management's IWD Position: Q1 2026 in Review

Tradition Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.04% in Q1 2026, buying an estimated $3.72K and bringing the position to 47,810 shares worth $10.2M. The position accounts for 0.73% of the portfolio, ranked #37.

Tradition Wealth Management first reported a position in IWD in Q4 2020 and has held it in 22 quarters since. The position peaked at $23.4M in Q4 2023. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Tradition Wealth Management held 47,810 shares of iShares Russell 1000 Value ETF worth $10.2M as of Q1 2026.
Tradition Wealth Management bought 17 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $3.72K.
iShares Russell 1000 Value ETF made up 0.73% of Tradition Wealth Management's portfolio in Q1 2026, its #37 holding.
Tradition Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 22 quarters since.
Tradition Wealth Management's iShares Russell 1000 Value ETF position peaked at $23.4M in Q4 2023.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.