WealthTrust Axiom’s iShares Russell 1000 Value ETF IWD Stock Holding History

WealthTrust Axiom’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	$302K	Hold	1,414	–	–	0.07%	202
2025 Q4	$297K	Hold	1,414	–	–	0.08%	195
2025 Q3	$288K	Hold	1,414	–	–	0.08%	199
2025 Q2	$275K	Hold	1,414	–	–	0.08%	195
2025 Q1	$266K	Hold	1,414	–	–	0.08%	202
2024 Q4	$262K	Buy	1,414 +81	+6%	+$15.5K	0.08%	199
2024 Q3	$253K	Hold	1,333	–	–	0.08%	206
2024 Q2	$233K	Hold	1,333	–	–	0.08%	206
2024 Q1	$239K	Hold	1,333	–	–	0.08%	209
2023 Q4	$220K	Hold	1,333	–	–	0.07%	211
2023 Q3	$202K	Buy	+1,333	New	+$211K	0.07%	209
2020 Q1	–	Sell	-2,160	Closed	-$294K	–	213
2019 Q4	$294K	Hold	2,160	–	–	0.1%	155
2019 Q3	$277K	Hold	2,160	–	–	0.1%	160
2019 Q2	$274K	Hold	2,160	–	–	0.1%	162
2019 Q1	$266K	Hold	2,160	–	–	0.09%	166
2018 Q4	$239K	Hold	2,160	–	–	0.1%	164
2018 Q3	$273K	Hold	2,160	–	–	0.09%	170
2018 Q2	$262K	Hold	2,160	–	–	0.09%	179
2018 Q1	$259K	Buy	+2,160	New	+$269K	0.09%	175

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

WealthTrust Axiom's IWD Position: Q1 2026 in Review

WealthTrust Axiom held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,414 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #202.

WealthTrust Axiom first reported a position in IWD in Q1 2018 and has held it in 19 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

WealthTrust Axiom held 1,414 shares of iShares Russell 1000 Value ETF worth $302K as of Q1 2026.
WealthTrust Axiom left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.07% of WealthTrust Axiom's portfolio in Q1 2026, its #202 holding.
WealthTrust Axiom first reported a position in iShares Russell 1000 Value ETF in Q1 2018 and has held it in 19 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.