Apollon Financial
IWD icon

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

Apollon 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 		$1.39M Sell
5,615
-54
-1% -$13.7K 0.16% 123
2026
Q2 		$1.37M Sell
5,669
-97
-2% -$22.6K 0.16% 120
2026
Q1 		$1.23M Sell
5,766
-404
-7% -$88.5K 0.17% 113
2025
Q4 		$1.3M Buy
6,170
+225
+4% +$46.5K 0.19% 103
2025
Q3 		$1.21M Buy
5,945
+115
+2% +$22.9K 0.2% 99
2025
Q2 		$1.13M Buy
5,830
+4
+0.1% +$741 0.24% 91
2025
Q1 		$1.1M Buy
5,826
+422
+8% +$80.4K 0.26% 87
2024
Q4 		$1M Sell
5,404
-28
-0.5% -$5.37K 0.25% 84
2024
Q3 		$1.03M Buy
5,432
+2,212
+69% +$403K 0.3% 68
2024
Q2 		$562K Buy
3,220
+5
+0.2% +$874 0.18% 82
2024
Q1 		$576K Buy
3,215
+6
+0.2% +$1.02K 0.2% 84
2023
Q4 		$530K Buy
+3,209
New +$496K 0.21% 81

Other funds holding IWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
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
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Apollon Financial's IWD Position: Q3 2026 in Review

Apollon Financial reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.95% in Q3 2026, selling an estimated $13.7K and leaving 5,615 shares worth $1.39M. The position accounts for 0.16% of the portfolio, ranked #123.

Apollon Financial first reported a position in IWD in Q4 2023 and has held it in 12 quarters since. 1,396 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Apollon Financial held 5,615 shares of iShares Russell 1000 Value ETF worth $1.39M as of Q3 2026.
  • Apollon Financial sold 54 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $13.7K.
  • iShares Russell 1000 Value ETF made up 0.16% of Apollon Financial's portfolio in Q3 2026, its #123 holding.
  • Apollon Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,396 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Apollon Financial's 13F filing for Q3 2026, filed 23 Oct 2026.