Advisory Solutions Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Advisory Solutions 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	$603K	Buy	+2,431	New	+$615K	0.13%	150

Other funds holding IWD

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Advisory Solutions Group's IWD Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2026: 2,431 shares worth $603K. The stake represents 0.13% of the portfolio and ranks #150 among its holdings.

668 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Advisory Solutions Group held 2,431 shares of iShares Russell 1000 Value ETF worth $603K as of Q3 2026.
iShares Russell 1000 Value ETF was a new Advisory Solutions Group position in Q3 2026.
iShares Russell 1000 Value ETF made up 0.13% of Advisory Solutions Group's portfolio in Q3 2026, its #150 holding.
668 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

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