Accurate Wealth Management
IWD icon

Accurate Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Accurate Wealth Management’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 		$1.61M Buy
6,332
+1,613
+34% +$408K 0.14% 163
2026
Q2 		$1.16M Buy
4,719
+332
+8% +$77.3K 0.11% 201
2026
Q1 		$973K Hold
4,387
– – 0.12% 199
2025
Q4 		$955K Hold
4,387
– – 0.12% 183
2025
Q3 		$891K Hold
4,387
– – 0.12% 185
2025
Q2 		$866K Buy
4,387
+200
+5% +$37K 0.13% 172
2025
Q1 		$737K Sell
4,187
-213
-5% -$40.6K 0.14% 153
2024
Q4 		$808K Sell
4,400
-2,059
-32% -$395K 0.16% 144
2024
Q3 		$1.24M Sell
6,459
-258
-4% -$47K 0.25% 96
2024
Q2 		$1.2M Buy
6,717
+201
+3% +$35.1K 0.29% 83
2024
Q1 		$1.11M Sell
6,516
-5
-0.1% -$846 0.32% 77
2023
Q4 		$1.07M Buy
6,521
+2,270
+53% +$351K 0.33% 74
2023
Q3 		$648K Sell
4,251
-27
-0.6% -$4.28K 0.2% 107
2023
Q2 		$681K Buy
4,278
+27
+0.6% +$4.13K 0.21% 102
2023
Q1 		$650K Hold
4,251
– – 0.22% 102
2022
Q4 		$663K Sell
4,251
-62
-1% -$9.28K 0.24% 83
2022
Q3 		$1.12M Buy
4,313
+525
+14% +$78.9K 0.47% 48
2022
Q2 		$559K Buy
+3,788
New +$593K 0.3% 70

Other funds holding IWD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Accurate Wealth Management's IWD Position: Q3 2026 in Review

Accurate Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 34% in Q3 2026, buying an estimated $408K and bringing the position to 6,332 shares worth $1.61M. The position accounts for 0.14% of the portfolio, ranked #163.

Accurate Wealth Management first reported a position in IWD in Q2 2022 and has held it in 18 quarters since. 1,269 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Accurate Wealth Management held 6,332 shares of iShares Russell 1000 Value ETF worth $1.61M as of Q3 2026.
  • Accurate Wealth Management bought 1,613 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $408K.
  • iShares Russell 1000 Value ETF made up 0.14% of Accurate Wealth Management's portfolio in Q3 2026, its #163 holding.
  • Accurate Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 18 quarters since.
  • 1,269 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.