Werba Rubin Papier Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Werba Rubin Papier Wealth Management’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
2025 Q3	–	Sell	-1,218	Closed	-$237K	–	249
2025 Q2	$237K	Sell	1,218 -1,025	-46%	-$190K	0.04%	188
2025 Q1	$422K	Buy	2,243 +1,025	+84%	+$195K	0.09%	111
2024 Q4	$225K	Hold	1,218	–	–	0.05%	164
2024 Q3	$231K	Hold	1,218	–	–	0.05%	159
2024 Q2	$213K	Buy	+1,218	New	+$213K	0.06%	155

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Werba Rubin Papier Wealth Management's IWD Position: Q3 2025 in Review

Werba Rubin Papier Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2025, closing a stake of 1,218 shares — an estimated $237K sold.

Werba Rubin Papier Wealth Management first reported a position in IWD in Q2 2024 and held it in 5 quarters. The position peaked at $422K in Q1 2025. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

Werba Rubin Papier Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2025 after selling out during the quarter.
Werba Rubin Papier Wealth Management sold 1,218 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $237K.
Werba Rubin Papier Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and held it in 5 quarters.
Werba Rubin Papier Wealth Management's iShares Russell 1000 Value ETF position peaked at $422K in Q1 2025.
1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.