US Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

US Financial Advisors’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 Q1	$12.7M	Buy	67,545 +1,213	+2%	+$231K	3.76%	6
2024 Q4	$12.3M	Buy	66,332 +1,550	+2%	+$297K	3.78%	6
2024 Q3	$12.3M	Buy	64,782 +4,258	+7%	+$776K	3.83%	6
2024 Q2	$10.6M	Buy	+60,524	New	+$10.6M	3.54%	7
2021 Q2	–	Sell	-11,789	Closed	-$1.79M	–	103
2021 Q1	$1.79M	Sell	11,789 -27	-0.2%	-$3.91K	0.5%	42
2020 Q4	$1.62M	Buy	+11,816	New	+$1.52M	0.49%	38
2016 Q2	–	Sell	-795	Closed	-$79K	–	209
2016 Q1	$79K	Sell	795 -388	-33%	-$36.3K	0.14%	70
2015 Q4	$116K	Buy	1,183 +246	+26%	+$24.4K	0.11%	84
2015 Q3	$87K	Sell	937 -132	-12%	-$13.1K	0.14%	77
2015 Q2	$110K	Buy	+1,069	New	+$112K	0.1%	66

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

US Financial Advisors's IWD Position: Q1 2025 in Review

US Financial Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 1.8% in Q1 2025, buying an estimated $231K and bringing the position to 67,545 shares worth $12.7M. The position accounts for 3.76% of the portfolio, ranked #6.

US Financial Advisors first reported a position in IWD in Q2 2015 and has held it in 10 quarters since. 1,715 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

US Financial Advisors held 67,545 shares of iShares Russell 1000 Value ETF worth $12.7M as of Q1 2025.
US Financial Advisors bought 1,213 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $231K.
iShares Russell 1000 Value ETF made up 3.76% of US Financial Advisors's portfolio in Q1 2025, its #6 holding.
US Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2015 and has held it in 10 quarters since.
1,715 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.