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Watts Gwilliam & Co’s iShares Russell 1000 Value ETF IWD Stock Holding History

Watts Gwilliam & Co’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
Q3 		$3.99M Buy
19,616
+37
+0.2% +$7.36K 0.64% 28
2025
Q2 		$3.98M Sell
19,579
-328
-2% -$60.7K 0.65% 30
2025
Q1 		$3.75M Sell
19,907
-170
-0.8% -$32.4K 0.81% 30
2024
Q4 		$3.73M Buy
20,077
+249
+1% +$47.8K 0.79% 32
2024
Q3 		$3.74M Buy
+19,828
New +$3.61M 0.81% 25
2024
Q1 		$3.54M Buy
+19,950
New +$3.38M 1.09% 19

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

Watts Gwilliam & Co's IWD Position: Q3 2025 in Review

Watts Gwilliam & Co increased its iShares Russell 1000 Value ETF (IWD) stake by 0.19% in Q3 2025, buying an estimated $7.36K and bringing the position to 19,616 shares worth $3.99M. The position accounts for 0.64% of the portfolio, ranked #28.

Watts Gwilliam & Co first reported a position in IWD in Q1 2024 and has held it in 6 quarters since. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

  • Watts Gwilliam & Co held 19,616 shares of iShares Russell 1000 Value ETF worth $3.99M as of Q3 2025.
  • Watts Gwilliam & Co bought 37 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $7.36K.
  • iShares Russell 1000 Value ETF made up 0.64% of Watts Gwilliam & Co's portfolio in Q3 2025, its #28 holding.
  • Watts Gwilliam & Co first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 6 quarters since.
  • 1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.