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

Winnow 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
2025 Q4	–	Sell	-796	Closed	-$162K	–	618
2025 Q3	$162K	Buy	+796	New	+$158K	0.13%	107
2025 Q2	–	Sell	-796	Closed	-$150K	–	422
2025 Q1	$150K	Hold	796	–	–	0.14%	99
2024 Q4	$147K	Buy	+796	New	+$153K	0.15%	100

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Winnow Wealth's IWD Position: Q4 2025 in Review

Winnow Wealth sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 796 shares — an estimated $162K sold.

Winnow Wealth first reported a position in IWD in Q4 2024 and held it in 3 quarters. The position peaked at $162K in Q3 2025. 1,906 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

Winnow Wealth reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
Winnow Wealth sold 796 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $162K.
Winnow Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and held it in 3 quarters.
Winnow Wealth's iShares Russell 1000 Value ETF position peaked at $162K in Q3 2025.
1,906 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Winnow Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.