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WealthBridge Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

WealthBridge Capital Management’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 		$537K Buy
2,513
+34
+1% +$7.45K 0.12% 121
2025
Q4 		$522K Sell
2,479
-133
-5% -$27.5K 0.12% 117
2025
Q3 		$532K Sell
2,612
-34
-1% -$6.76K 0.12% 116
2025
Q2 		$514K Buy
2,646
+214
+9% +$39.6K 0.13% 115
2025
Q1 		$458K Sell
2,432
-515
-17% -$98.1K 0.13% 116
2024
Q4 		$546K Buy
2,947
+518
+21% +$99.4K 0.15% 104
2024
Q3 		$461K Sell
2,429
-68
-3% -$12.4K 0.13% 117
2024
Q2 		$436K Buy
2,497
+1
+0% +$175 0.14% 110
2024
Q1 		$447K Sell
2,496
-11
-0.4% -$1.86K 0.15% 106
2023
Q4 		$414K Buy
2,507
+291
+13% +$44.9K 0.16% 102
2023
Q3 		$336K Sell
2,216
-107
-5% -$17K 0.14% 111
2023
Q2 		$367K Buy
2,323
+265
+13% +$40.5K 0.15% 109
2023
Q1 		$313K Sell
2,058
-319
-13% -$49.3K 0.12% 136
2022
Q4 		$361K Sell
2,377
-551
-19% -$82.5K 0.15% 132
2022
Q3 		$424K Hold
2,928
– – 0.18% 107
2022
Q2 		$424K Buy
2,928
+163
+6% +$25.5K 0.18% 107
2022
Q1 		$459K Buy
2,765
+547
+25% +$89.8K 0.17% 111
2021
Q4 		$373K Buy
2,218
+30
+1% +$4.92K 0.14% 114
2021
Q3 		$342K Buy
2,188
+59
+3% +$9.46K 0.13% 117
2021
Q2 		$338K Buy
2,129
+35
+2% +$5.54K 0.12% 117
2021
Q1 		$317K Buy
2,094
+220
+12% +$31.8K 0.13% 116
2020
Q4 		$256K Sell
1,874
-25
-1% -$3.21K 0.11% 121
2020
Q3 		$224K Buy
1,899
+86
+5% +$10.2K 0.11% 116
2020
Q2 		$204K Sell
1,813
-394
-18% -$43.3K 0.12% 116
2020
Q1 		$219K Buy
2,207
+316
+17% +$39.4K 0.15% 103
2019
Q4 		$258K Buy
1,891
+34
+2% +$4.48K 0.17% 103
2019
Q3 		$238K Buy
+1,857
New +$236K 0.17% 99
2019
Q2 		– Sell
-1,859
Closed -$232K – 490
2019
Q1 		$232K Buy
1,859
+100
+6% +$12K 0.15% 98
2018
Q4 		$195K Buy
+1,759
New +$211K 0.15% 102

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

WealthBridge Capital Management's IWD Position: Q1 2026 in Review

WealthBridge Capital Management increased its iShares Russell 1000 Value ETF (IWD) stake by 1.4% in Q1 2026, buying an estimated $7.45K and bringing the position to 2,513 shares worth $537K. The position accounts for 0.12% of the portfolio, ranked #121.

WealthBridge Capital Management first reported a position in IWD in Q4 2018 and has held it in 29 quarters since. The position peaked at $546K in Q4 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • WealthBridge Capital Management held 2,513 shares of iShares Russell 1000 Value ETF worth $537K as of Q1 2026.
  • WealthBridge Capital Management bought 34 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $7.45K.
  • iShares Russell 1000 Value ETF made up 0.12% of WealthBridge Capital Management's portfolio in Q1 2026, its #121 holding.
  • WealthBridge Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 29 quarters since.
  • WealthBridge Capital Management's iShares Russell 1000 Value ETF position peaked at $546K in Q4 2024.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.