Sagespring Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Sagespring Wealth Partners, LLC

$5.5 Trillion
Q4 2025

A detailed history of Sagespring Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 56,051 shares of IWD stock, worth $11.5 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

56,051

Previous 57,294 2.17%

Holding current value

$11.5 Million

Previous $11.7 Billion 1.07%

% of portfolio

0.21%

Previous 0.23%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$199.44 - $208.01 $247,903 - $258,556	-1,243 Reduced 2.17%	56,051 $11.8 Billion
Q3 2025 Oct 31, 2025	SELL	$192.76 - $203.86 $22,938 - $24,259	-119 Reduced 0.21%	57,294 $11.7 Billion
Q2 2025 Jul 28, 2025	SELL	$166.82 - $194.23 $216,365 - $251,916	-1,297 Reduced 2.21%	57,413 $11.2 Billion
Q1 2025 Apr 17, 2025	SELL	$182.82 - $196.21 $469,298 - $503,671	-2,567 Reduced 4.19%	58,710 $11 Billion
Q4 2024 Feb 13, 2025	BUY	$183.23 - $199.79 $11.2 Million - $12.2 Million	61,277 New	61,277 $11.3 Billion

Others Institutions Holding IWD

# of Institutions

1,997

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sagespring Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sagespring Wealth Partners, LLC with notifications on news.

Account

Sagespring Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History