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Wedbush Securities’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wedbush Securities’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 		$2.35M Sell
10,988
-44
-0.4% -$9.64K 0.07% 228
2025
Q4 		$2.32M Buy
11,032
+295
+3% +$60.9K 0.07% 226
2025
Q3 		$2.19M Buy
10,737
+1,138
+12% +$226K 0.07% 215
2025
Q2 		$1.86M Sell
9,599
-149
-2% -$27.6K 0.07% 235
2025
Q1 		$1.83M Sell
9,748
-198
-2% -$37.7K 0.07% 219
2024
Q4 		$1.84M Buy
9,946
+900
+10% +$173K 0.07% 215
2024
Q3 		$1.72M Buy
9,046
+159
+2% +$29K 0.06% 226
2024
Q2 		$1.55M Sell
8,887
-517
-5% -$90.4K 0.06% 251
2024
Q1 		$1.68M Buy
9,404
+74
+0.8% +$12.5K 0.06% 244
2023
Q4 		$1.54M Sell
9,330
-259
-3% -$40K 0.07% 214
2023
Q3 		$1.46M Sell
9,589
-158
-2% -$25.1K 0.07% 211
2023
Q2 		$1.54M Sell
9,747
-4,004
-29% -$612K 0.07% 212
2023
Q1 		$2.09M Buy
13,751
+785
+6% +$121K 0.1% 153
2022
Q4 		$1.97M Buy
12,966
+122
+0.9% +$18.3K 0.11% 148
2022
Q3 		$1.75M Buy
12,844
+131
+1% +$19.7K 0.1% 162
2022
Q2 		$1.84M Sell
12,713
-3
-0% -$469 0.1% 160
2022
Q1 		$2.11M Sell
12,716
-440
-3% -$72.3K 0.1% 169
2021
Q4 		$2.21M Buy
13,156
+286
+2% +$46.9K 0.1% 170
2021
Q3 		$2.01M Buy
12,870
+130
+1% +$20.8K 0.1% 182
2021
Q2 		$2.02M Buy
12,740
+36
+0.3% +$5.7K 0.1% 187
2021
Q1 		$1.93M Buy
12,704
+2,189
+21% +$317K 0.11% 170
2020
Q4 		$1.44M Buy
10,515
+1,272
+14% +$163K 0.13% 172
2020
Q3 		$1.09M Sell
9,243
-474
-5% -$56.2K 0.1% 208
2020
Q2 		$1.09M Sell
9,717
-1,406
-13% -$155K 0.1% 204
2020
Q1 		$1.1M Buy
11,123
+1,278
+13% +$159K 0.13% 159
2019
Q4 		$1.34M Buy
9,845
+404
+4% +$53.2K 0.12% 191
2019
Q3 		$1.21M Sell
9,441
-46
-0.5% -$5.85K 0.12% 200
2019
Q2 		$1.21M Buy
9,487
+107
+1% +$13.4K 0.12% 195
2019
Q1 		$1.16M Sell
9,380
-250
-3% -$30K 0.12% 193
2018
Q4 		$1.07M Buy
9,630
+4,002
+71% +$480K 0.14% 185
2018
Q3 		$713K Sell
5,628
-411
-7% -$51.6K 0.08% 277
2018
Q2 		$733K Buy
6,039
+365
+6% +$44.4K 0.09% 261
2018
Q1 		$681K Buy
5,674
+81
+1% +$10.1K 0.09% 276
2017
Q4 		$695K Buy
5,593
+159
+3% +$19.3K 0.08% 284
2017
Q3 		$644K Buy
5,434
+57
+1% +$6.64K 0.08% 285
2017
Q2 		$626K Sell
5,377
-13
-0.2% -$1.5K 0.08% 308
2017
Q1 		$619K Buy
5,390
+117
+2% +$13.4K 0.08% 289
2016
Q4 		$591K Buy
5,273
+140
+3% +$15.1K 0.09% 290
2016
Q3 		$542K Sell
5,133
-22
-0.4% -$2.32K 0.08% 295
2016
Q2 		$532K Sell
5,155
-353
-6% -$35.6K 0.09% 265
2016
Q1 		$544K Sell
5,508
-767
-12% -$71.9K 0.09% 240
2015
Q4 		$614K Buy
6,275
+325
+5% +$32.3K 0.11% 199
2015
Q3 		$555K Sell
5,950
-345
-5% -$34.2K 0.11% 203
2015
Q2 		$649K Sell
6,295
-360
-5% -$37.8K 0.12% 207
2015
Q1 		$686K Buy
6,655
+3,535
+113% +$366K 0.12% 198
2014
Q4 		$326K Buy
+3,120
New +$318K 0.05% 377

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

Wedbush Securities's IWD Position: Q1 2026 in Review

Wedbush Securities reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.4% in Q1 2026, selling an estimated $9.64K and leaving 10,988 shares worth $2.35M. The position accounts for 0.07% of the portfolio, ranked #228.

Wedbush Securities first reported a position in IWD in Q4 2014 and has held it in 46 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Wedbush Securities held 10,988 shares of iShares Russell 1000 Value ETF worth $2.35M as of Q1 2026.
  • Wedbush Securities sold 44 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $9.64K.
  • iShares Russell 1000 Value ETF made up 0.07% of Wedbush Securities's portfolio in Q1 2026, its #228 holding.
  • Wedbush Securities first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and has held it in 46 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.