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Whipplewood Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Whipplewood Advisors’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
Q2 		– Sell
-177
Closed -$3.2K – 1237
2025
Q1 		$3.2K Buy
+177
New +$33.7K ﹤0.01% 789

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Whipplewood Advisors's IWD Position: Q2 2025 in Review

Whipplewood Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 177 shares — an estimated $3.2K sold.

Whipplewood Advisors first reported a position in IWD in Q1 2025 and held it in 1 quarter. The position peaked at $3.2K in Q1 2025. 1,740 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

  • Whipplewood Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 177 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $3.2K.
  • Whipplewood Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and held it in 1 quarter.
  • Whipplewood Advisors's iShares Russell 1000 Value ETF position peaked at $3.2K in Q1 2025.
  • 1,740 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.