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Western Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Western 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
2026
Q1 		$3.68M Buy
17,232
+1,463
+9% +$320K 0.14% 146
2025
Q4 		$3.32M Buy
15,769
+160
+1% +$33K 0.15% 132
2025
Q3 		$3.18M Buy
15,609
+71
+0.5% +$14.1K 0.17% 114
2025
Q2 		$3.02M Sell
15,538
-221
-1% -$40.9K 0.18% 107
2025
Q1 		$2.97M Sell
15,759
-103
-0.6% -$19.6K 0.2% 105
2024
Q4 		$2.94M Sell
15,862
-1,971
-11% -$378K 0.19% 102
2024
Q3 		$3.38M Buy
17,833
+3,074
+21% +$560K 0.19% 102
2024
Q2 		$2.58M Buy
14,759
+234
+2% +$40.9K 0.19% 107
2024
Q1 		$2.6M Sell
14,525
-1,598
-10% -$270K 0.2% 102
2023
Q4 		$2.66M Buy
16,123
+946
+6% +$146K 0.19% 109
2023
Q3 		$2.3M Sell
15,177
-147
-1% -$23.3K 0.19% 110
2023
Q2 		$2.42M Sell
15,324
-1,028
-6% -$157K 0.21% 107
2023
Q1 		$2.49M Sell
16,352
-19
-0.1% -$2.93K 0.23% 102
2022
Q4 		$2.48M Sell
16,371
-20,011
-55% -$3M 0.25% 102
2022
Q3 		$4.97M Sell
36,382
-3,036
-8% -$456K 0.28% 75
2022
Q2 		$5.71M Sell
39,418
-19
-0% -$2.97K 0.33% 67
2022
Q1 		$6.55M Buy
39,437
+23,999
+155% +$3.94M 0.32% 67
2021
Q4 		$2.6M Buy
+15,438
New +$2.53M 0.26% 90
2021
Q2 		$2.22M Buy
14,001
+3,018
+27% +$478K 0.23% 102
2021
Q1 		$1.66M Buy
10,983
+1,635
+17% +$237K 0.22% 104
2020
Q4 		$1.28M Sell
9,348
-1,221
-12% -$157K 0.19% 129
2020
Q3 		$1.25M Sell
10,569
-155
-1% -$18.4K 0.2% 117
2020
Q2 		$1.21M Sell
10,724
-806
-7% -$88.6K 0.22% 112
2020
Q1 		$1.14M Buy
11,530
+4,681
+68% +$583K 0.26% 89
2019
Q4 		$935K Buy
6,849
+3,876
+130% +$511K 0.14% 143
2019
Q3 		$381K Buy
2,973
+8
+0.3% +$1.02K 0.08% 251
2019
Q2 		$377K Buy
2,965
+17
+0.6% +$2.13K 0.05% 268
2019
Q1 		$364K Sell
2,948
-139
-5% -$16.7K 0.08% 249
2018
Q4 		$343K Buy
+3,087
New +$370K 0.09% 229

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

Western Wealth Management's IWD Position: Q1 2026 in Review

Western Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 9.3% in Q1 2026, buying an estimated $320K and bringing the position to 17,232 shares worth $3.68M. The position accounts for 0.14% of the portfolio, ranked #146.

Western Wealth Management first reported a position in IWD in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.55M in Q1 2022. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Western Wealth Management held 17,232 shares of iShares Russell 1000 Value ETF worth $3.68M as of Q1 2026.
  • Western Wealth Management bought 1,463 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $320K.
  • iShares Russell 1000 Value ETF made up 0.14% of Western Wealth Management's portfolio in Q1 2026, its #146 holding.
  • Western Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's iShares Russell 1000 Value ETF position peaked at $6.55M in Q1 2022.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.