Acima Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Acima Private Wealth’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	$389K	Hold	1,570	–	–	0.11%	85
2026 Q2	$381K	Hold	1,570	–	–	0.11%	84
2026 Q1	$335K	Hold	1,570	–	–	0.11%	96
2025 Q4	$330K	Sell	1,570 -173	-10%	-$35.7K	0.1%	99
2025 Q3	$355K	Hold	1,743	–	–	0.11%	97
2025 Q2	$339K	Hold	1,743	–	–	0.12%	97
2025 Q1	$328K	Hold	1,743	–	–	0.12%	95
2024 Q4	$323K	Hold	1,743	–	–	0.11%	104
2024 Q3	$331K	Hold	1,743	–	–	0.11%	100
2024 Q2	$304K	Sell	1,743 -978	-36%	-$171K	0.11%	98
2024 Q1	$487K	Hold	2,721	–	–	0.18%	81
2023 Q4	$450K	Hold	2,721	–	–	0.18%	86
2023 Q3	$413K	Hold	2,721	–	–	0.18%	92
2023 Q2	$429K	Hold	2,721	–	–	0.21%	87
2023 Q1	$414K	Hold	2,721	–	–	0.2%	88
2022 Q4	$413K	Hold	2,721	–	–	0.21%	89
2022 Q3	$370K	Hold	2,721	–	–	0.19%	87
2022 Q2	$394K	Hold	2,721	–	–	0.2%	88
2022 Q1	$452K	Hold	2,721	–	–	0.21%	91
2021 Q4	$457K	Hold	2,721	–	–	0.2%	88
2021 Q3	$426K	Hold	2,721	–	–	0.2%	88
2021 Q2	$432K	Hold	2,721	–	–	0.2%	88
2021 Q1	$412K	Hold	2,721	–	–	0.2%	86
2020 Q4	$372K	Buy	+2,721	New	+$349K	0.19%	88

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

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

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Acima Private Wealth's IWD Position: Q3 2026 in Review

Acima Private Wealth held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 1,570 shares worth $389K. The position accounts for 0.11% of the portfolio, ranked #85.

Acima Private Wealth first reported a position in IWD in Q4 2020 and has held it in 24 quarters since. The position peaked at $487K in Q1 2024. 251 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Acima Private Wealth held 1,570 shares of iShares Russell 1000 Value ETF worth $389K as of Q3 2026.
Acima Private Wealth left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.11% of Acima Private Wealth's portfolio in Q3 2026, its #85 holding.
Acima Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 24 quarters since.
Acima Private Wealth's iShares Russell 1000 Value ETF position peaked at $487K in Q1 2024.
251 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.