Triad Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Triad Wealth Partners’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	$445K	Sell	2,084 -65	-3%	-$14.2K	0.04%	297
2025 Q4	$452K	Buy	2,149 +504	+31%	+$104K	0.04%	287
2025 Q3	$335K	Buy	1,645 +109	+7%	+$21.7K	0.04%	263
2025 Q2	$298K	Hold	1,536	–	–	0.06%	218
2025 Q1	$289K	Sell	1,536 -145	-9%	-$27.6K	0.09%	168
2024 Q4	$311K	Buy	+1,681	New	+$322K	0.11%	131
2024 Q3	–	Sell	-145	Closed	-$25.3K	–	470
2024 Q2	$25.3K	Buy	+145	New	+$25.4K	0.01%	312

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

Triad Wealth Partners's IWD Position: Q1 2026 in Review

Triad Wealth Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 3% in Q1 2026, selling an estimated $14.2K and leaving 2,084 shares worth $445K. The position accounts for 0.04% of the portfolio, ranked #297.

Triad Wealth Partners first reported a position in IWD in Q2 2024 and has held it in 7 quarters since. The position peaked at $452K in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Triad Wealth Partners held 2,084 shares of iShares Russell 1000 Value ETF worth $445K as of Q1 2026.
Triad Wealth Partners sold 65 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $14.2K.
iShares Russell 1000 Value ETF made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #297 holding.
Triad Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 7 quarters since.
Triad Wealth Partners's iShares Russell 1000 Value ETF position peaked at $452K in Q4 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.