Activest Wealth Management
IWD icon

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

Activest 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 		$191K Buy
769
+222
+41% +$56.1K 0.04% 133
2026
Q2 		$133K Sell
547
-3,095
-85% -$721K 0.03% 156
2026
Q1 		$778K Hold
3,642
– – 0.14% 64
2025
Q4 		$766K Buy
3,642
+966
+36% +$200K 0.14% 65
2025
Q3 		$545K Buy
2,676
+1,388
+108% +$276K 0.11% 77
2025
Q2 		$250K Sell
1,288
-80
-6% -$14.8K 0.06% 89
2025
Q1 		$257K Hold
1,368
– – 0.07% 81
2024
Q4 		$253K Hold
1,368
– – 0.07% 77
2024
Q3 		$260K Sell
1,368
-28
-2% -$5.1K 0.08% 71
2024
Q2 		$244K Buy
1,396
+1,017
+268% +$178K 0.08% 72
2024
Q1 		$67.8K Hold
379
– – 0.03% 97
2023
Q4 		$62.6K Buy
379
+5
+1% +$772 0.03% 83
2023
Q3 		$56.8K Buy
+374
New +$59.3K 0.04% 85
2023
Q2 		– Sell
-373
Closed -$56K – 353
2023
Q1 		$56K Buy
+373
New +$57.6K 0.04% 80
2022
Q3 		– Sell
-528
Closed -$77K – 532
2022
Q2 		$77K Buy
528
+164
+45% +$25.7K 0.05% 74
2022
Q1 		$60K Buy
364
+1
+0.3% +$164 0.04% 90
2021
Q4 		$61K Buy
363
+2
+0.6% +$328 0.04% 101
2021
Q3 		$57K Buy
361
+2
+0.6% +$321 0.04% 108
2021
Q2 		$57K Buy
359
+1
+0.3% +$158 0.04% 94
2021
Q1 		$54K Buy
+358
New +$51.8K 0.04% 95

Other funds holding IWD

GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
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
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

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

Activest Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 41% in Q3 2026, buying an estimated $56.1K and bringing the position to 769 shares worth $191K. The position accounts for 0.04% of the portfolio, ranked #133.

Activest Wealth Management first reported a position in IWD in Q1 2021 and has held it in 20 quarters since. The position peaked at $778K in Q1 2026. 780 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Activest Wealth Management held 769 shares of iShares Russell 1000 Value ETF worth $191K as of Q3 2026.
  • Activest Wealth Management bought 222 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $56.1K.
  • iShares Russell 1000 Value ETF made up 0.04% of Activest Wealth Management's portfolio in Q3 2026, its #133 holding.
  • Activest Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 20 quarters since.
  • Activest Wealth Management's iShares Russell 1000 Value ETF position peaked at $778K in Q1 2026.
  • 780 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.