3Chopt Investment Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

3Chopt Investment Partners’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
2026 Q2	$347K	Buy	1,433 +317	+28%	+$73.8K	0.07%	189
2026 Q1	$238K	Sell	1,116 -262	-19%	-$57.4K	0.05%	198
2025 Q4	$290K	Buy	1,378 +585	+74%	+$121K	0.06%	185
2025 Q3	$161K	Buy	793 +82	+12%	+$16.3K	0.04%	217
2025 Q2	$138K	Sell	711 -27	-4%	-$5K	0.03%	215
2025 Q1	$139K	Buy	+738	New	+$141K	0.04%	209
2023 Q1	–	Sell	-1,104	Closed	-$167K	–	205
2022 Q4	$167K	Buy	+1,104	New	+$165K	0.09%	138

Other funds holding IWD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

3Chopt Investment Partners's IWD Position: Q2 2026 in Review

3Chopt Investment Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 28% in Q2 2026, buying an estimated $73.8K and bringing the position to 1,433 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #189.

3Chopt Investment Partners first reported a position in IWD in Q4 2022 and has held it in 7 quarters since. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

3Chopt Investment Partners held 1,433 shares of iShares Russell 1000 Value ETF worth $347K as of Q2 2026.
3Chopt Investment Partners bought 317 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $73.8K.
iShares Russell 1000 Value ETF made up 0.07% of 3Chopt Investment Partners's portfolio in Q2 2026, its #189 holding.
3Chopt Investment Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 7 quarters since.
1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.