ABLE Financial Group
IWD icon

ABLE Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

ABLE Financial Group’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 		$924K Sell
3,728
-114
-3% -$28.8K 0.14% 102
2026
Q2 		$931K Hold
3,842
– – 0.16% 99
2026
Q1 		$821K Sell
3,842
-102
-3% -$22.3K 0.16% 103
2025
Q4 		$830K Sell
3,944
-122
-3% -$25.2K 0.17% 94
2025
Q3 		$828K Sell
4,066
-134
-3% -$26.7K 0.18% 88
2025
Q2 		$816K Sell
4,200
-690
-14% -$128K 0.2% 90
2025
Q1 		$920K Sell
4,890
-1,298
-21% -$247K 0.26% 71
2024
Q4 		$1.15M Sell
6,188
-5,869
-49% -$1.13M 0.34% 58
2024
Q3 		$2.29M Buy
12,057
+235
+2% +$42.8K 0.71% 32
2024
Q2 		$2.06M Buy
11,822
+771
+7% +$135K 0.75% 29
2024
Q1 		$1.98M Sell
11,051
-714
-6% -$121K 0.78% 31
2023
Q4 		$1.94M Buy
11,765
+3,475
+42% +$537K 0.84% 29
2023
Q3 		$1.26M Buy
8,290
+934
+13% +$148K 0.63% 27
2023
Q2 		$1.16M Buy
7,356
+2,445
+50% +$374K 0.6% 35
2023
Q1 		$748K Buy
+4,911
New +$758K 0.49% 45

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Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

ABLE Financial Group's IWD Position: Q3 2026 in Review

ABLE Financial Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 3% in Q3 2026, selling an estimated $28.8K and leaving 3,728 shares worth $924K. The position accounts for 0.14% of the portfolio, ranked #102.

ABLE Financial Group first reported a position in IWD in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.29M in Q3 2024. 543 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • ABLE Financial Group held 3,728 shares of iShares Russell 1000 Value ETF worth $924K as of Q3 2026.
  • ABLE Financial Group sold 114 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $28.8K.
  • iShares Russell 1000 Value ETF made up 0.14% of ABLE Financial Group's portfolio in Q3 2026, its #102 holding.
  • ABLE Financial Group first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 15 quarters since.
  • ABLE Financial Group's iShares Russell 1000 Value ETF position peaked at $2.29M in Q3 2024.
  • 543 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.