Wealthspire Advisors (New York)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wealthspire Advisors (New York)’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	$16.7M	Sell	78,004 -2,939	-4%	-$644K	0.13%	83
2025 Q4	$17M	Sell	80,943 -79,991	-50%	-$16.5M	0.14%	83
2025 Q3	$32.8M	Buy	160,934 +12,126	+8%	+$2.41M	0.17%	66
2025 Q2	$28.9M	Sell	148,808 -70,118	-32%	-$13M	0.16%	68
2025 Q1	$41.2M	Buy	218,926 +111,594	+104%	+$21.3M	0.25%	54
2024 Q4	$19.9M	Buy	107,332 +221	+0.2%	+$42.4K	0.2%	63
2024 Q3	$20.3M	Buy	107,111 +21,085	+25%	+$3.84M	0.21%	64
2024 Q2	$15M	Sell	86,026 -2,678	-3%	-$468K	0.19%	56
2024 Q1	$15.9M	Sell	88,704 -869	-1%	-$147K	0.21%	53
2023 Q4	$14.8M	Sell	89,573 -922	-1%	-$142K	0.21%	54
2023 Q3	$13.7M	Buy	90,495 +3,984	+5%	+$632K	0.23%	54
2023 Q2	$13.7M	Sell	86,511 -4,254	-5%	-$650K	0.22%	56
2023 Q1	$13.8M	Sell	90,765 -732	-0.8%	-$113K	0.24%	54
2022 Q4	$13.9M	Buy	91,497 +866	+1%	+$130K	0.25%	54
2022 Q3	$12.3M	Buy	90,631 +8,765	+11%	+$1.32M	0.26%	55
2022 Q2	$11.9M	Buy	81,866 +8,168	+11%	+$1.28M	0.25%	55
2022 Q1	$12.2M	Sell	73,698 -7,153	-9%	-$1.17M	0.28%	41
2021 Q4	$13.6M	Sell	80,851 -7,592	-9%	-$1.24M	0.3%	40
2021 Q3	$13.8M	Buy	88,443 +6,712	+8%	+$1.08M	0.29%	44
2021 Q2	$13M	Buy	81,731 +1,920	+2%	+$304K	0.34%	39
2021 Q1	$12.1M	Buy	79,811 +4,432	+6%	+$641K	0.29%	44
2020 Q4	$10.3M	Buy	75,379 +32,943	+78%	+$4.23M	0.31%	45
2020 Q3	$5.01M	Buy	42,436 +32,582	+331%	+$3.86M	0.3%	41
2020 Q2	$1.11M	Sell	9,854 -60,176	-86%	-$6.62M	0.08%	101
2020 Q1	$6.95M	Buy	+70,030	New	+$8.73M	0.29%	52
2019 Q1	–	Sell	-36,964	Closed	-$4.11M	–	420
2018 Q4	$4.11M	Buy	+36,964	New	+$4.43M	0.4%	18

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

Wealthspire Advisors (New York)'s IWD Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.6% in Q1 2026, selling an estimated $644K and leaving 78,004 shares worth $16.7M. The position accounts for 0.13% of the portfolio, ranked #83.

Wealthspire Advisors (New York) first reported a position in IWD in Q4 2018 and has held it in 26 quarters since. The position peaked at $41.2M in Q1 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Wealthspire Advisors (New York) held 78,004 shares of iShares Russell 1000 Value ETF worth $16.7M as of Q1 2026.
Wealthspire Advisors (New York) sold 2,939 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $644K.
iShares Russell 1000 Value ETF made up 0.13% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #83 holding.
Wealthspire Advisors (New York) first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 26 quarters since.
Wealthspire Advisors (New York)'s iShares Russell 1000 Value ETF position peaked at $41.2M in Q1 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.