Valley Wealth Managers’s iShares Russell 1000 Value ETF IWD Stock Holding History

Valley Wealth Managers’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	$11.3K	Sell	53 -1,458	-96%	-$319K	﹤0.01%	268
2025 Q4	$318K	Buy	+1,511	New	+$312K	0.02%	169
2025 Q3	–	Sell	-62	Closed	-$12K	–	317
2025 Q2	$12K	Sell	62 -148	-70%	-$27.4K	﹤0.01%	237
2025 Q1	$39.5K	Buy	210 +92	+78%	+$17.5K	﹤0.01%	218
2024 Q4	$21.8K	Sell	118 -50	-30%	-$9.59K	﹤0.01%	258
2024 Q3	$31.9K	Buy	168 +46	+38%	+$8.38K	﹤0.01%	236
2024 Q2	$21.3K	Sell	122 -150	-55%	-$26.2K	﹤0.01%	258
2024 Q1	$48.7K	Sell	272 -486	-64%	-$82.2K	﹤0.01%	217
2023 Q4	$125K	Buy	+758	New	+$117K	0.01%	191
2023 Q2	–	Sell	-2,494	Closed	-$380K	–	351
2023 Q1	$380K	Sell	2,494 -9,946	-80%	-$1.54M	0.03%	130
2022 Q4	$1.89M	Buy	+12,440	New	+$1.86M	0.18%	98
2022 Q3	–	Sell	-1,763	Closed	-$256K	–	461
2022 Q2	$256K	Hold	1,763	–	–	0.02%	164
2022 Q1	$293K	Sell	1,763 -475	-21%	-$78K	0.02%	161
2021 Q4	$376K	Hold	2,238	–	–	0.03%	147
2021 Q3	$350K	Sell	2,238 -60	-3%	-$9.62K	0.03%	145
2021 Q2	$365K	Sell	2,298 -700	-23%	-$111K	0.03%	145
2021 Q1	$454K	Sell	2,998 -6,838	-70%	-$989K	0.04%	128
2020 Q4	$1.34M	Buy	9,836 +6,386	+185%	+$819K	0.13%	104
2020 Q3	$408K	Sell	3,450 -550	-14%	-$65.2K	0.04%	129
2020 Q2	$450K	Hold	4,000	–	–	0.05%	124
2020 Q1	$397K	Hold	4,000	–	–	0.05%	124
2019 Q4	$546K	Sell	4,000 -1,000	-20%	-$132K	0.05%	129
2019 Q3	$641K	Sell	5,000 -1,425	-22%	-$181K	0.07%	123
2019 Q2	$817K	Buy	+6,425	New	+$804K	0.09%	112

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

Valley Wealth Managers's IWD Position: Q1 2026 in Review

Valley Wealth Managers reduced its iShares Russell 1000 Value ETF (IWD) stake by 96% in Q1 2026, selling an estimated $319K and leaving 53 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Valley Wealth Managers first reported a position in IWD in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.89M in Q4 2022. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Valley Wealth Managers held 53 shares of iShares Russell 1000 Value ETF worth $11.3K as of Q1 2026.
Valley Wealth Managers sold 1,458 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $319K.
iShares Russell 1000 Value ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #268 holding.
Valley Wealth Managers first reported a position in iShares Russell 1000 Value ETF in Q2 2019 and has held it in 24 quarters since.
Valley Wealth Managers's iShares Russell 1000 Value ETF position peaked at $1.89M in Q4 2022.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.