WFAG
IWD icon

Wescott Financial Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wescott Financial Advisory Group’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 		$528K Sell
2,473
-480
-16% -$105K 0.05% 124
2025
Q4 		$621K Sell
2,953
-110
-4% -$22.7K 0.05% 120
2025
Q3 		$624K Buy
3,063
+4
+0.1% +$796 0.06% 114
2025
Q2 		$594K Buy
3,059
+5
+0.2% +$926 0.06% 109
2025
Q1 		$575K Buy
3,054
+4
+0.1% +$762 0.06% 106
2024
Q4 		$565K Buy
3,050
+5
+0.2% +$959 0.06% 106
2024
Q3 		$578K Sell
3,045
-271
-8% -$49.4K 0.06% 105
2024
Q2 		$579K Hold
3,316
– – 0.07% 106
2024
Q1 		$594K Buy
3,316
+10
+0.3% +$1.69K 0.07% 102
2023
Q4 		$546K Buy
3,306
+16
+0.5% +$2.47K 0.08% 97
2023
Q3 		$500K Hold
3,290
– – 0.09% 97
2023
Q2 		$519K Buy
3,290
+5
+0.2% +$764 0.09% 98
2023
Q1 		$500K Buy
3,285
+6
+0.2% +$927 0.11% 94
2022
Q4 		$497K Buy
3,279
+8
+0.2% +$1.2K 0.11% 94
2022
Q3 		$445K Buy
3,271
+1,226
+60% +$184K 0.12% 91
2022
Q2 		$296K Hold
2,045
– – 0.08% 109
2022
Q1 		$339K Hold
2,045
– – 0.09% 99
2021
Q4 		$343K Hold
2,045
– – 0.18% 53
2021
Q3 		$320K Buy
2,045
+340
+20% +$54.5K 0.18% 53
2021
Q2 		$272K Buy
+1,705
New +$270K 0.16% 53

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

Wescott Financial Advisory Group's IWD Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 16% in Q1 2026, selling an estimated $105K and leaving 2,473 shares worth $528K. The position accounts for 0.05% of the portfolio, ranked #124.

Wescott Financial Advisory Group first reported a position in IWD in Q2 2021 and has held it in 20 quarters since. The position peaked at $624K in Q3 2025. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Wescott Financial Advisory Group held 2,473 shares of iShares Russell 1000 Value ETF worth $528K as of Q1 2026.
  • Wescott Financial Advisory Group sold 480 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $105K.
  • iShares Russell 1000 Value ETF made up 0.05% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #124 holding.
  • Wescott Financial Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 20 quarters since.
  • Wescott Financial Advisory Group's iShares Russell 1000 Value ETF position peaked at $624K in Q3 2025.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.