IWD — iShares Russell 1000 Val ETF

Ownership history in SlateStone Wealth, LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which SlateStone Wealth, LLC reported a position in iShares Russell 1000 Val ETF (IWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.85% (2019 Q1)
Avg. % of fund
1.03%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 89,893 +5,174 +6.1% 1.58% $18.9M $209.54
2025 Q3 ADDED 84,719 +10,462 +14.1% 1.49% $17.2M $201.84
2025 Q2 ADDED 74,257 +6,362 +9.4% 1.35% $14.4M $191.71
2025 Q1 ADDED 67,895 +11,624 +20.7% 1.28% $12.8M $184.90
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWD price (monthly, adj. close)

Other funds also holding IWD

As of 2025 Q4 — sorted by position size

Pacific Life Fund Advisors LLC 3Y 22.61% LWM ADVISORS INC 21.73% Covenant Partners, LLC 3Y 7Y 18.93% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 18.57% Objectivity Squared, LLC 17.55% LANDAAS & CO /WI /ADV 3Y 7Y 16.9% Gainplan LLC 3Y 7Y 16.41% Cedar Mountain Advisors, LLC 3Y 16.33% Stairway Partners, LLC 3Y 7Y 14.41% Paulson Wealth Management Inc. 3Y 7Y 13.14%
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