iShares Trust - iShares Russell 1000 Value ETF
CL ˙ SNSE ˙ US4642875987
SecurityCL:IWD / iShares Trust - iShares Russell 1000 Value ETF
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership45,178 shares
Latest Disclosed Value $ 9,653,227
Wealthcare Advisory Partners LLC reports 3.78% decrease in ownership of IWD / iShares Trust - iShares Russell 1000 Value ETF

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 45,178 shares of iShares Trust - iShares Russell 1000 Value ETF (CL:IWD) valued at $9,653,227 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 46,955 shares of iShares Trust - iShares Russell 1000 Value ETF. This represents a change in shares of -3.78% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 45,178 -1,777 -3.78 9,653 -2.26 0.1877
2026-01-14 2025-12-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 46,955 -3,062 -6.12 9,877 -3.01 0.1940
2025-11-07 2025-09-30 13F ISHARES TR RUS 1000 VAL ETF 464287598 50,017 -1,471 -2.86 10,183 1.82 0.2121
2025-07-22 2025-06-30 13F ISHARES TR RUS 1000 VAL ETF 464287598 51,488 26,633 107.15 10,001 113.86 0.2282
2025-04-15 2025-03-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 24,855 1,185 5.01 4,677 6.71 0.1255
2025-01-15 2024-12-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 23,670 -381 -1.58 4,382 -3.99 0.1217
2024-11-04 2024-09-30 13F ISHARES TR RUS 1000 VAL ETF 464287598 24,051 328 1.38 4,565 10.27 0.1300
2024-08-12 2024-06-30 13F ISHARES TR RUS 1000 VAL ETF 464287598 23,723 2,075 9.59 4,139 6.76 0.1293
2024-04-15 2024-03-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 21,648 1,869 9.45 3,877 18.64 0.1271
2024-02-06 2023-12-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 19,779 1,721 9.53 3,269 19.23 0.1300
2023-10-12 2023-09-30 13F ISHARES TR RUS 1000 VAL ETF 464287598 18,058 -54 -0.30 2,742 -4.09 0.1259
2023-07-17 2023-06-30 13F ISHARES TR RUS 1000 VAL ETF 464287598 18,112 -1,018 -5.32 2,859 -1.85 0.1279
2023-05-04 2023-03-31 13F ISHARES TR RUS 1000 VAL ETF 464287598 19,130 810 4.42 2,913 4.82 0.1252
2023-02-13 2022-12-31 13F ISHARES RUSSELL 1000 VALUE ETF COMMON 464287598 18,320 -7,483 -29.00 2,778 -20.83 0.1327
2022-11-14 2022-09-30 13F ISHARES RUSSELL 1000 VALUE ETF COMMON 464287598 25,803 7,820 43.49 3,509 34.60 0.2002
2022-08-15 2022-06-30 13F ISHARES RUSSELL 1000 VALUE ETF COMMON 464287598 17,983 863 5.04 2,607 -8.27 0.1577
2022-04-15 2022-03-31 13F ISHARES RUSSELL 1000 VALUE ETF COMMON 464287598 17,120 -685 -3.85 2,842 -4.95 0.1726
2022-02-11 2021-12-31 13F ISHARES RUSSELL 1000 VALUE ETF COMMON 464287598 17,805 -2,498 -12.30 2,990 -5.92 0.1788
2021-11-15 2021-09-30 13F ISHARES RUSSELL 1000 VALUE ETF Equity 464287598 20,303 -1,547 -7.08 3,178 -8.31 0.2078
2021-08-16 2021-06-30 13F ISHARES RUSSELL 1000 VALUE ETF COMMON 464287598 21,850 614 2.89 3,466 7.71 0.2320
2021-04-30 2021-03-31 13F ISHARES RUSSELL 1000 VALUE ETF COMMON 464287598 21,236 -26,634 -55.64 3,218 -50.83 0.2331
2021-02-12 2020-12-31 13F ISHARES RUSSELL 1000 VALUE ETF COMMON 464287598 47,870 -3,845 -7.43 6,545 7.14 0.5814
2020-10-29 2020-09-30 13F ISHARES RUSSELL 1000 VALUE ETF COMMON 464287598 51,715 5,837 12.72 6,109 18.23 0.6699
2020-07-29 2020-06-30 13F ISHARES RUSSELL 1000 VALUE ETF COMMON 464287598 45,878 7,733 20.27 5,167 36.58 0.6440
2020-04-29 2020-03-31 13F ISHARES RUSSELL 1000 VALUE ETF COMMON 464287598 38,145 4,547 13.53 3,783 -17.51 0.5545
2020-01-29 2019-12-31 13F RUSSELL 1000 VALUE INDEX FUND COMMON 464287598 33,598 4,107 13.93 4,586 21.23 0.5830
2019-10-16 2019-09-30 13F RUSSELL 1000 VALUE INDEX FUND COMMON 464287598 29,491 818 2.85 3,783 3.70 0.5490
2019-07-30 2019-06-30 13F RUSSELL 1000 VALUE INDEX FUND COMMON 464287598 28,673 1,196 4.35 3,648 7.52 0.5779
2019-05-13 2019-03-31 13F RUSSELL 1000 VALUE INDEX FUND COMMON 464287598 27,477 399 1.47 3,393 12.84 0.5787
2019-02-14 2018-12-31 13F RUSSELL 1000 VALUE INDEX FUND COMMON 464287598 27,078 -2,109 -7.23 3,007 -18.64 0.5835
2018-11-14 2018-09-30 13F RUSSELL 1000 VALUE INDEX FUND COMMON 464287598 29,187 -1,290 -4.23 3,696 -0.08 0.6787
2018-08-13 2018-06-30 13F RUSSELL 1000 VALUE INDEX FUND COMMON 464287598 30,477 1,829 6.38 3,699 7.62 0.7251
2018-05-14 2018-03-31 13F RUSSELL 1000 VALUE INDEX FUND COMMON 464287598 28,648 6,174 27.47 3,437 23.01 0.7766
2018-02-14 2017-12-31 13F RUSSELL 1000 VALUE INDEX FUND COMMON 464287598 22,474 -277 -1.22 2,794 3.64 0.7185
2017-11-15 2017-09-30 13F RUSSELL 1000 VALUE INDEX FUND COMMON 464287598 22,751 16,327 254.16 2,696 260.43 0.8010
2017-08-28 2017-06-30 13F RUSSELL 1000 VALUE INDEX FUND COMMON 464287598 6,424 228 3.68 748 5.06 0.3634
2017-04-11 2017-03-31 13F RUSSELL 1000 VALUE INDEX FUND COMMON 464287598 6,196 53 0.86 712 3.49 0.3886
2017-01-11 2016-12-31 13F RUSSELL 1000 VALUE INDEX FUND COMMON 464287598 6,143 111 1.84 688 8.01 0.4070
2016-10-14 2016-09-30 13F RUSSELL 1000 VALUE INDEX FUND COMMON 464287598 6,032 -11 -0.18 637 2.08 0.4137
2016-08-25 2016-06-30 13F RUSSELL 1000 VALUE INDEX FUND COMMON 464287598 6,043 6,043 624 0.4394
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.