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WealthCollab’s iShares Russell 1000 Value ETF IWD Stock Holding History

WealthCollab’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 		$184K Hold
863
– – 0.08% 83
2025
Q4 		$181K Hold
863
– – 0.07% 85
2025
Q3 		$176K Hold
863
– – 0.08% 77
2025
Q2 		$168K Hold
863
– – 0.09% 73
2025
Q1 		$162K Hold
863
– – 0.1% 71
2024
Q4 		$160K Hold
863
– – 0.1% 71
2024
Q3 		$164K Hold
863
– – 0.11% 71
2024
Q2 		$151K Hold
863
– – 0.11% 68
2024
Q1 		$155K Hold
863
– – 0.11% 67
2023
Q4 		$143K Buy
+863
New +$133K 0.11% 69

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

WealthCollab's IWD Position: Q1 2026 in Review

WealthCollab held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 863 shares worth $184K. The position accounts for 0.08% of the portfolio, ranked #83.

WealthCollab first reported a position in IWD in Q4 2023 and has held it in 10 quarters since. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • WealthCollab held 863 shares of iShares Russell 1000 Value ETF worth $184K as of Q1 2026.
  • WealthCollab left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Value ETF made up 0.08% of WealthCollab's portfolio in Q1 2026, its #83 holding.
  • WealthCollab first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.