Affiance Financial
IWD icon

Affiance Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Affiance Financial’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 		$1.89M Sell
7,637
-754
-9% -$191K 0.27% 40
2026
Q2 		$2.03M Sell
8,391
-1,856
-18% -$432K 0.29% 39
2026
Q1 		$2.19M Hold
10,247
– – 0.35% 35
2025
Q4 		$2.16M Hold
10,247
– – 0.35% 35
2025
Q3 		$2.09M Hold
10,247
– – 0.38% 34
2025
Q2 		$1.99M Buy
10,247
+151
+1% +$28K 0.4% 32
2025
Q1 		$1.9M Sell
10,096
-309
-3% -$58.8K 0.44% 32
2024
Q4 		$1.93M Hold
10,405
– – 0.46% 31
2024
Q3 		$1.97M Sell
10,405
-12
-0.1% -$2.19K 0.48% 30
2024
Q2 		$1.82M Buy
10,417
+12
+0.1% +$2.1K 0.47% 31
2024
Q1 		$1.86M Hold
10,405
– – 0.5% 31
2023
Q4 		$1.72M Sell
10,405
-2,378
-19% -$367K 0.5% 31
2023
Q3 		$1.94M Sell
12,783
-4,863
-28% -$771K 0.99% 19
2023
Q2 		$2.79M Sell
17,646
-1,447
-8% -$221K 1.36% 14
2023
Q1 		$2.91M Sell
19,093
-134,819
-88% -$20.8M 1.54% 14
2022
Q4 		$23.3M Sell
153,912
-9,381
-6% -$1.4M 9.46% 1
2022
Q3 		$22.2M Buy
163,293
+7,109
+5% +$1.07M 12.51% 1
2022
Q2 		$22.6M Buy
156,184
+73,209
+88% +$11.5M 12.21% 1
2022
Q1 		$13.8M Buy
82,975
+3,395
+4% +$558K 6.69% 5
2021
Q4 		$13.4M Buy
79,580
+2,119
+3% +$347K 5.58% 4
2021
Q3 		$12.1M Buy
77,461
+2,481
+3% +$398K 5.27% 4
2021
Q2 		$11.9M Buy
74,980
+7,406
+11% +$1.17M 5.04% 4
2021
Q1 		$10.2M Buy
67,574
+66,936
+10,492% +$9.7M 4.57% 4
2020
Q4 		$87K Hold
638
– – 0.05% 108
2020
Q3 		$75K Hold
638
– – 0.04% 109
2020
Q2 		$72K Hold
638
– – 0.04% 103
2020
Q1 		$63K Hold
638
– – 0.04% 95
2019
Q4 		$87K Buy
+638
New +$84.1K 0.05% 104

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
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
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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

Affiance Financial's IWD Position: Q3 2026 in Review

Affiance Financial reduced its iShares Russell 1000 Value ETF (IWD) stake by 9% in Q3 2026, selling an estimated $191K and leaving 7,637 shares worth $1.89M. The position accounts for 0.27% of the portfolio, ranked #40.

Affiance Financial first reported a position in IWD in Q4 2019 and has held it in 28 quarters since. The position peaked at $23.3M in Q4 2022. 920 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Affiance Financial held 7,637 shares of iShares Russell 1000 Value ETF worth $1.89M as of Q3 2026.
  • Affiance Financial sold 754 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $191K.
  • iShares Russell 1000 Value ETF made up 0.27% of Affiance Financial's portfolio in Q3 2026, its #40 holding.
  • Affiance Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 28 quarters since.
  • Affiance Financial's iShares Russell 1000 Value ETF position peaked at $23.3M in Q4 2022.
  • 920 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.