AWA
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Aaron Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Aaron Wealth Advisors’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
Q3 		$5.65M Buy
22,773
+5,000
+28% +$1.26M 0.28% 43
2026
Q2 		$4.31M Hold
17,773
– – 0.22% 58
2026
Q1 		$3.8M Sell
17,773
-156
-0.9% -$34.2K 0.22% 56
2025
Q4 		$3.77M Hold
17,929
– – 0.21% 60
2025
Q3 		$3.65M Hold
17,929
– – 0.22% 54
2025
Q2 		$3.48M Hold
17,929
– – 0.36% 43
2025
Q1 		$3.37M Sell
17,929
-2,748
-13% -$523K 0.39% 36
2024
Q4 		$3.83M Buy
20,677
+3,930
+23% +$754K 0.44% 36
2024
Q3 		$3.18M Hold
16,747
– – 0.38% 38
2024
Q2 		$2.92M Buy
16,747
+7,154
+75% +$1.25M 0.41% 37
2024
Q1 		$1.72M Hold
9,593
– – 0.25% 60
2023
Q4 		$1.59M Sell
9,593
-100
-1% -$15.4K 0.26% 52
2023
Q3 		$1.47M Hold
9,693
– – 0.19% 72
2023
Q2 		$1.53M Hold
9,693
– – 0.2% 75
2023
Q1 		$1.48M Sell
9,693
-282
-3% -$43.5K 0.2% 77
2022
Q4 		$1.51M Buy
9,975
+6,464
+184% +$968K 0.22% 74
2022
Q3 		$477K Sell
3,511
-521
-13% -$78.3K 0.09% 115
2022
Q2 		$584K Buy
4,032
+3,062
+316% +$479K 0.15% 92
2022
Q1 		$161K Buy
+970
New +$159K 0.04% 214

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Aaron Wealth Advisors's IWD Position: Q3 2026 in Review

Aaron Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 28% in Q3 2026, buying an estimated $1.26M and bringing the position to 22,773 shares worth $5.65M. The position accounts for 0.28% of the portfolio, ranked #43.

Aaron Wealth Advisors first reported a position in IWD in Q1 2022 and has held it in 19 quarters since. 244 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Aaron Wealth Advisors held 22,773 shares of iShares Russell 1000 Value ETF worth $5.65M as of Q3 2026.
  • Aaron Wealth Advisors bought 5,000 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $1.26M.
  • iShares Russell 1000 Value ETF made up 0.28% of Aaron Wealth Advisors's portfolio in Q3 2026, its #43 holding.
  • Aaron Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 19 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.