Transform Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $248K | Hold |
1,318
| – | – | 0.02% | 225 |
|
|
2024
Q4 | $244K | Sell |
1,318
-197
| -13% | -$37.8K | 0.01% | 235 |
|
|
2024
Q3 | $288K | Hold |
1,515
| – | – | 0.02% | 185 |
|
|
2024
Q2 | $264K | Hold |
1,515
| – | – | 0.02% | 186 |
|
|
2024
Q1 | $271K | Sell |
1,515
-220
| -13% | -$37.2K | 0.03% | 191 |
|
|
2023
Q4 | $287K | Hold |
1,735
| – | – | 0.03% | 211 |
|
|
2023
Q3 | $265K | Sell |
1,735
-554
| -24% | -$87.9K | 0.03% | 212 |
|
|
2023
Q2 | $361K | Sell |
2,289
-880
| -28% | -$135K | 0.03% | 202 |
|
|
2023
Q1 | $483K | Buy |
3,169
+554
| +21% | +$85.6K | 0.05% | 173 |
|
|
2022
Q4 | $397K | Sell |
2,615
-176
| -6% | -$26.3K | 0.04% | 162 |
|
|
2022
Q3 | $380K | Sell |
2,791
-365
| -12% | -$54.8K | 0.05% | 140 |
|
|
2022
Q2 | $457K | Buy |
3,156
+240
| +8% | +$37.5K | 0.07% | 135 |
|
|
2022
Q1 | $484K | Buy |
2,916
+2
| +0.1% | +$328 | 0.05% | 156 |
|
|
2021
Q4 | $489K | Sell |
2,914
-116
| -4% | -$19K | 0.05% | 159 |
|
|
2021
Q3 | $474K | Sell |
3,030
-138
| -4% | -$22.1K | 0.05% | 164 |
|
|
2021
Q2 | $503K | Buy |
+3,168
| New | +$502K | 0.06% | 167 |
|
|
2020
Q4 | – | Sell |
-3,378
| Closed | -$399K | – | 212 |
|
|
2020
Q3 | $399K | Buy |
3,378
+2
| +0.1% | +$237 | 0.06% | 158 |
|
|
2020
Q2 | $380K | Buy |
3,376
+300
| +10% | +$33K | 0.07% | 166 |
|
|
2020
Q1 | $305K | Sell |
3,076
-21
| -0.7% | -$2.62K | 0.07% | 170 |
|
|
2019
Q4 | $423K | Buy |
3,097
+469
| +18% | +$61.8K | 0.07% | 168 |
|
|
2019
Q3 | $337K | Hold |
2,628
| – | – | 0.06% | 172 |
|
|
2019
Q2 | $334K | Buy |
2,628
+2
| +0.1% | +$250 | 0.05% | 203 |
|
|
2019
Q1 | $324K | Hold |
2,626
| – | – | 0.06% | 137 |
|
|
2018
Q4 | $292K | Hold |
2,626
| – | – | 0.06% | 148 |
|
|
2018
Q3 | $333K | Hold |
2,626
| – | – | 0.06% | 155 |
|
|
2018
Q2 | $319K | Hold |
2,626
| – | – | 0.06% | 182 |
|
|
2018
Q1 | $315K | Hold |
2,626
| – | – | 0.06% | 197 |
|
|
2017
Q4 | $327K | Hold |
2,626
| – | – | 0.06% | 211 |
|
|
2017
Q3 | $311K | Buy |
+2,626
| New | +$306K | 0.11% | 179 |
|
|
2017
Q2 | – | Sell |
-3,236
| Closed | -$372K | – | 89 |
|
|
2017
Q1 | $372K | Hold |
3,236
| – | – | 0.14% | 165 |
|
|
2016
Q4 | $363K | Hold |
3,236
| – | – | 0.14% | 165 |
|
|
2016
Q3 | $342K | Sell |
3,236
-1,125
| -26% | -$119K | 0.15% | 164 |
|
|
2016
Q2 | $450K | Buy |
+4,361
| New | +$440K | 0.19% | 146 |
|
Other funds holding IWD
Transform Wealth's IWD Position: Q1 2025 in Review
Transform Wealth held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2025 at 1,318 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #225.
Transform Wealth first reported a position in IWD in Q2 2016 and has held it in 33 quarters since. The position peaked at $503K in Q2 2021. 1,715 funds tracked by Wall St. Rank hold IWD as of Q1 2025.
- Transform Wealth held 1,318 shares of iShares Russell 1000 Value ETF worth $248K as of Q1 2025.
- Transform Wealth left its iShares Russell 1000 Value ETF share count unchanged in Q1 2025.
- iShares Russell 1000 Value ETF made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #225 holding.
- Transform Wealth first reported a position in iShares Russell 1000 Value ETF in Q2 2016 and has held it in 33 quarters since.
- Transform Wealth's iShares Russell 1000 Value ETF position peaked at $503K in Q2 2021.
- 1,715 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.