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Archer Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Archer Investment Management’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 		$210K Sell
849
-7
-0.8% -$1.77K 0.07% 110
2026
Q2 		$208K Sell
856
-87
-9% -$20.3K 0.07% 108
2026
Q1 		$201K Buy
+943
New +$207K 0.08% 108
2025
Q1 		– Sell
-1,267
Closed -$235K – 62
2024
Q4 		$235K Buy
+1,267
New +$243K 0.14% 55

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Archer Investment Management's IWD Position: Q3 2026 in Review

Archer Investment Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.82% in Q3 2026, selling an estimated $1.77K and leaving 849 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #110.

Archer Investment Management first reported a position in IWD in Q4 2024 and has held it in 4 quarters since. The position peaked at $235K in Q4 2024. 306 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Archer Investment Management held 849 shares of iShares Russell 1000 Value ETF worth $210K as of Q3 2026.
  • Archer Investment Management sold 7 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $1.77K.
  • iShares Russell 1000 Value ETF made up 0.07% of Archer Investment Management's portfolio in Q3 2026, its #110 holding.
  • Archer Investment Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 4 quarters since.
  • Archer Investment Management's iShares Russell 1000 Value ETF position peaked at $235K in Q4 2024.
  • 306 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.