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RAFFA WEALTH MANAGEMENT, LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		– Sell
-18,395
Closed -$3.87M – 1524
2025
Q4 		$3.87M Hold
18,395
– – 0.6% 28
2025
Q3 		$3.75M Sell
18,395
-1,300
-7% -$259K 0.67% 25
2025
Q2 		$3.83M Hold
19,695
– – 0.77% 24
2025
Q1 		$3.71M Hold
19,695
– – 0.84% 23
2024
Q4 		$3.65M Hold
19,695
– – 0.85% 23
2024
Q3 		$3.74M Hold
19,695
– – 0.9% 22
2024
Q2 		$3.44M Hold
19,695
– – 0.98% 22
2024
Q1 		$3.53M Buy
+19,695
New +$3.33M 1.05% 21
2023
Q3 		$4.46M Buy
+29,370
New +$4.66M 1.52% 14
2022
Q4 		$4.45M Hold
29,370
– – 1.82% 13
2022
Q3 		$3.99M Buy
+29,370
New +$4.41M 1.77% 13
2020
Q4 		$32.3K Buy
+236
New +$30.3K 0.01% 154
2020
Q2 		$26.6K Hold
236
– – 0.01% 154
2020
Q1 		$23.4K Buy
+236
New +$29.4K 0.01% 148
2019
Q3 		$26.6K Buy
+207
New +$26.3K 0.01% 178
2018
Q1 		$45.8K Sell
382
-7,584
-95% -$946K 0.02% 128
2017
Q4 		$990K Buy
+7,966
New +$965K 0.38% 23
2017
Q1 		$85.7K Buy
+746
New +$85.5K 0.04% 75
2016
Q3 		$83.4K Buy
+790
New +$83.3K 0.05% 73
2016
Q1 		$23.2K Buy
235
+35
+18% +$3.28K 0.01% 135
2015
Q4 		$19.6K Buy
+200
New +$19.9K 0.01% 140
2015
Q2 		$21.6K Sell
209
-151
-42% -$15.8K 0.01% 130
2015
Q1 		$37.1K Buy
360
+18
+5% +$1.86K 0.02% 93
2014
Q4 		$35.7K Sell
342
-18
-5% -$1.84K 0.02% 94
2014
Q3 		$36K Sell
360
-6
-2% -$608 0.03% 94
2014
Q2 		$37.1K Buy
366
+63
+21% +$6.18K 0.03% 90
2014
Q1 		$29.2K Sell
303
-39
-11% -$3.65K 0.02% 97
2013
Q4 		$35.7K Buy
+342
New +$31K 0.02% 94

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IWD Position: Q1 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 18,395 shares — an estimated $3.87M sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IWD in Q4 2013 and held it in 28 quarters. The position peaked at $4.46M in Q3 2023. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 18,395 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $3.87M.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and held it in 28 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares Russell 1000 Value ETF position peaked at $4.46M in Q3 2023.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2026, filed 27 Jul 2026.