Amplius Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Amplius Wealth Advisors’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	$1.48M	Hold	5,987	–	–	0.1%	71
2026 Q2	$1.45M	Hold	5,987	–	–	0.11%	67
2026 Q1	$1.28M	Sell	5,987 -263	-4%	-$57.6K	0.11%	65
2025 Q4	$1.31M	Buy	6,250 +263	+4%	+$54.3K	0.11%	64
2025 Q3	$1.22M	Sell	5,987 -1,345	-18%	-$268K	0.11%	65
2025 Q2	$1.42M	Buy	7,332 +1,110	+18%	+$206K	0.13%	67
2025 Q1	$1.17M	Hold	6,222	–	–	0.12%	70
2024 Q4	$1.15M	Hold	6,222	–	–	0.12%	69
2024 Q3	$1.18M	Hold	6,222	–	–	0.13%	65
2024 Q2	$1.09M	Hold	6,222	–	–	0.12%	69
2024 Q1	$1.11M	Sell	6,222 -1,182	-16%	-$200K	0.12%	69
2023 Q4	$1.22M	Sell	7,404 -50	-0.7%	-$7.72K	0.15%	61
2023 Q3	$1.13M	Buy	7,454 +375	+5%	+$59.5K	0.15%	63
2023 Q2	$1.12M	Buy	7,079 +40	+0.6%	+$6.12K	0.15%	64
2023 Q1	$1.07M	Hold	7,039	–	–	0.15%	67
2022 Q4	$1.07M	Hold	7,039	–	–	0.17%	68
2022 Q3	$957K	Hold	7,039	–	–	0.17%	61
2022 Q2	$1.02M	Sell	7,039 -579	-8%	-$90.6K	0.17%	58
2022 Q1	$1.26M	Sell	7,618 -415	-5%	-$68.2K	0.19%	58
2021 Q4	$1.35M	Buy	+8,033	New	+$1.32M	0.19%	57

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

Amplius Wealth Advisors's IWD Position: Q3 2026 in Review

Amplius Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 5,987 shares worth $1.48M. The position accounts for 0.1% of the portfolio, ranked #71.

Amplius Wealth Advisors first reported a position in IWD in Q4 2021 and has held it in 20 quarters since. 663 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Amplius Wealth Advisors held 5,987 shares of iShares Russell 1000 Value ETF worth $1.48M as of Q3 2026.
Amplius Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.1% of Amplius Wealth Advisors's portfolio in Q3 2026, its #71 holding.
Amplius Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 20 quarters since.
663 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.