Advocate Group
IWD icon

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

Advocate 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 		$219K Hold
884
– – 0.03% 117
2026
Q2 		$214K Buy
+884
New +$206K 0.03% 121

Other funds holding IWD

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
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Advocate Group's IWD Position: Q3 2026 in Review

Advocate Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 884 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #117.

Advocate Group first reported a position in IWD in Q2 2026 and has held it in 2 quarters since. 984 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Advocate Group held 884 shares of iShares Russell 1000 Value ETF worth $219K as of Q3 2026.
  • Advocate Group left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up 0.03% of Advocate Group's portfolio in Q3 2026, its #117 holding.
  • Advocate Group first reported a position in iShares Russell 1000 Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 984 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.