WCG Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

WCG Wealth 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
2026 Q1	$3.17M	Sell	14,836 -58	-0.4%	-$12.7K	0.09%	209
2025 Q4	$3.13M	Buy	14,894 +2,372	+19%	+$490K	0.09%	210
2025 Q3	$2.55M	Sell	12,522 -167	-1%	-$33.2K	0.16%	127
2025 Q2	$2.46M	Sell	12,689 -528	-4%	-$97.8K	0.16%	136
2025 Q1	$2.49M	Sell	13,217 -156	-1%	-$29.7K	0.19%	128
2024 Q4	$2.48M	Buy	13,373 +44	+0.3%	+$8.44K	0.16%	135
2024 Q3	$2.53M	Sell	13,329 -146	-1%	-$26.6K	0.17%	133
2024 Q2	$2.35M	Sell	13,475 -290	-2%	-$50.7K	0.17%	121
2024 Q1	$2.46M	Sell	13,765 -1,328	-9%	-$225K	0.21%	105
2023 Q4	$2.49M	Sell	15,093 -443	-3%	-$68.4K	0.18%	113
2023 Q3	$2.36M	Buy	+15,536	New	+$2.46M	0.17%	125
2022 Q4	–	Sell	-5,901	Closed	-$817K	–	216
2022 Q3	$817K	Buy	+5,901	New	+$887K	0.11%	144

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

WCG Wealth Advisors's IWD Position: Q1 2026 in Review

WCG Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.39% in Q1 2026, selling an estimated $12.7K and leaving 14,836 shares worth $3.17M. The position accounts for 0.09% of the portfolio, ranked #209.

WCG Wealth Advisors first reported a position in IWD in Q3 2022 and has held it in 12 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

WCG Wealth Advisors held 14,836 shares of iShares Russell 1000 Value ETF worth $3.17M as of Q1 2026.
WCG Wealth Advisors sold 58 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $12.7K.
iShares Russell 1000 Value ETF made up 0.09% of WCG Wealth Advisors's portfolio in Q1 2026, its #209 holding.
WCG Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and has held it in 12 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.