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Wealthspan Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wealthspan Partners’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 		$3.97M Sell
18,562
-213
-1% -$46.6K 1.4% 24
2025
Q4 		$3.95M Sell
18,775
-607
-3% -$125K 1.43% 22
2025
Q3 		$3.95M Sell
19,382
-362
-2% -$72K 1.51% 20
2025
Q2 		$3.83M Sell
19,744
-774
-4% -$143K 1.59% 18
2025
Q1 		$3.86M Sell
20,518
-533
-3% -$102K 1.78% 15
2024
Q4 		$3.9M Sell
21,051
-420
-2% -$80.6K 1.86% 13
2024
Q3 		$4.08M Sell
21,471
-267
-1% -$48.6K 2.01% 12
2024
Q2 		$3.79M Sell
21,738
-203
-0.9% -$35.5K 2.09% 12
2024
Q1 		$3.93M Sell
21,941
-315
-1% -$53.3K 2.32% 10
2023
Q4 		$3.68M Sell
22,256
-249
-1% -$38.5K 2.57% 11
2023
Q3 		$3.42M Buy
22,505
+78
+0.3% +$12.4K 2.7% 13
2023
Q2 		$3.54M Buy
22,427
+457
+2% +$69.9K 2.79% 11
2023
Q1 		$3.35M Buy
21,970
+198
+0.9% +$30.6K 2.86% 10
2022
Q4 		$3.3M Sell
21,772
-440
-2% -$65.9K 3% 9
2022
Q3 		$3.02M Sell
22,212
-17
-0.1% -$2.56K 3.13% 9
2022
Q2 		$3.22M Sell
22,229
-26
-0.1% -$4.07K 3.33% 10
2022
Q1 		$3.69M Buy
22,255
+787
+4% +$129K 3.35% 9
2021
Q4 		$3.6M Buy
+21,468
New +$3.52M 3.19% 8

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

Wealthspan Partners's IWD Position: Q1 2026 in Review

Wealthspan Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.1% in Q1 2026, selling an estimated $46.6K and leaving 18,562 shares worth $3.97M. The position accounts for 1.4% of the portfolio, ranked #24.

Wealthspan Partners first reported a position in IWD in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.08M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Wealthspan Partners held 18,562 shares of iShares Russell 1000 Value ETF worth $3.97M as of Q1 2026.
  • Wealthspan Partners sold 213 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $46.6K.
  • iShares Russell 1000 Value ETF made up 1.4% of Wealthspan Partners's portfolio in Q1 2026, its #24 holding.
  • Wealthspan Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Wealthspan Partners's iShares Russell 1000 Value ETF position peaked at $4.08M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.