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

Westshore Wealth’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 		$19.7M Sell
92,391
-4,420
-5% -$968K 6.93% 3
2025
Q4 		$20.4M Sell
96,811
-665
-0.7% -$137K 6.74% 3
2025
Q3 		$19.8M Sell
97,476
-2,307
-2% -$459K 6.78% 4
2025
Q2 		$19.4M Sell
99,783
-1,405
-1% -$260K 7.44% 3
2025
Q1 		$19M Sell
101,188
-1,379
-1% -$263K 8.05% 3
2024
Q4 		$19M Buy
102,567
+129
+0.1% +$24.7K 7.69% 3
2024
Q3 		$19.4M Buy
102,438
+1,807
+2% +$329K 7.95% 3
2024
Q2 		$17.6M Buy
100,631
+3,585
+4% +$627K 7.29% 4
2024
Q1 		$17.4M Buy
97,046
+4,640
+5% +$785K 7.23% 4
2023
Q4 		$15.3M Buy
92,406
+11,160
+14% +$1.72M 7.05% 4
2023
Q3 		$12.3M Buy
81,246
+13,963
+21% +$2.21M 6.85% 4
2023
Q2 		$10.6M Buy
67,283
+1,374
+2% +$210K 5.42% 4
2023
Q1 		$10M Buy
65,909
+4,465
+7% +$690K 5.27% 4
2022
Q4 		$9.32M Buy
61,444
+4,911
+9% +$735K 5.31% 4
2022
Q3 		$7.69M Buy
56,533
+74
+0.1% +$11.1K 5.29% 4
2022
Q2 		$8.19M Buy
56,459
+5,266
+10% +$824K 5.34% 4
2022
Q1 		$8.5M Buy
51,193
+1,717
+3% +$282K 5.71% 4
2021
Q4 		$8.31M Buy
49,476
+2,400
+5% +$393K 5.69% 4
2021
Q3 		$7.37M Sell
47,076
-3,234
-6% -$519K 5.95% 4
2021
Q2 		$7.98M Buy
50,310
+4,073
+9% +$645K 4.1% 4
2021
Q1 		$7.01M Buy
+46,237
New +$6.69M 4% 5
2019
Q4 		$3.93M Buy
+28,792
New +$3.79M 4.33% 6

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

Westshore Wealth's IWD Position: Q1 2026 in Review

Westshore Wealth reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.6% in Q1 2026, selling an estimated $968K and leaving 92,391 shares worth $19.7M. The position accounts for 6.93% of the portfolio, ranked #3.

Westshore Wealth first reported a position in IWD in Q4 2019 and has held it in 22 quarters since. The position peaked at $20.4M in Q4 2025. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Westshore Wealth held 92,391 shares of iShares Russell 1000 Value ETF worth $19.7M as of Q1 2026.
  • Westshore Wealth sold 4,420 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $968K.
  • iShares Russell 1000 Value ETF made up 6.93% of Westshore Wealth's portfolio in Q1 2026, its #3 holding.
  • Westshore Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 22 quarters since.
  • Westshore Wealth's iShares Russell 1000 Value ETF position peaked at $20.4M in Q4 2025.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.