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von Borstel & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

von Borstel & Associates’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
Q2 		– Sell
-976
Closed -$183K – 87
2025
Q1 		$183K Buy
+976
New +$186K 0.05% 37

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

von Borstel & Associates's IWD Position: Q2 2025 in Review

von Borstel & Associates sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 976 shares — an estimated $183K sold.

von Borstel & Associates first reported a position in IWD in Q1 2025 and held it in 1 quarter. The position peaked at $183K in Q1 2025. 1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

  • von Borstel & Associates reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • von Borstel & Associates sold 976 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $183K.
  • von Borstel & Associates first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and held it in 1 quarter.
  • von Borstel & Associates's iShares Russell 1000 Value ETF position peaked at $183K in Q1 2025.
  • 1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on von Borstel & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.