Autumn Glory Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Autumn Glory Partners’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	$3.54M	Hold	14,259	–	–	0.98%	27
2026 Q2	$3.46M	Hold	14,259	–	–	0.98%	26
2026 Q1	$3.05M	Hold	14,259	–	–	1.12%	19
2025 Q4	$3M	Hold	14,259	–	–	1.05%	21
2025 Q3	$2.9M	Buy	14,259 +31	+0.2%	+$6.17K	1.19%	20
2025 Q2	$2.76M	Sell	14,228 -31	-0.2%	-$5.74K	1.29%	18
2025 Q1	$2.68M	Sell	14,259 -294	-2%	-$56K	1.33%	17
2024 Q4	$2.69M	Hold	14,553	–	–	1.32%	17
2024 Q3	$2.76M	Hold	14,553	–	–	1.06%	23
2024 Q2	$2.54M	Hold	14,553	–	–	1.3%	17
2024 Q1	$2.61M	Hold	14,553	–	–	1.28%	20
2023 Q4	$2.37M	Hold	14,553	–	–	1.35%	17
2023 Q3	$2.21M	Buy	14,553 +34	+0.2%	+$5.39K	1.35%	21
2023 Q2	$2.29M	Sell	14,519 -129	-0.9%	-$19.7K	1.68%	14
2023 Q1	$2.23M	Hold	14,648	–	–	1.91%	16
2022 Q4	$2.22M	Hold	14,648	–	–	1.19%	24
2022 Q3	$1.99M	Hold	14,648	–	–	1.34%	21
2022 Q2	$2.12M	Sell	14,648 -11	-0.1%	-$1.72K	1.57%	17
2022 Q1	$2.43M	Hold	14,659	–	–	1.41%	16
2021 Q4	$2.46M	Buy	+14,659	New	+$2.4M	1.03%	28

Other funds holding IWD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return

Autumn Glory Partners's IWD Position: Q3 2026 in Review

Autumn Glory Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 14,259 shares worth $3.54M. The position accounts for 0.98% of the portfolio, ranked #27.

Autumn Glory Partners first reported a position in IWD in Q4 2021 and has held it in 20 quarters since. 1,784 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Autumn Glory Partners held 14,259 shares of iShares Russell 1000 Value ETF worth $3.54M as of Q3 2026.
Autumn Glory Partners left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.98% of Autumn Glory Partners's portfolio in Q3 2026, its #27 holding.
Autumn Glory Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 20 quarters since.
1,784 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Autumn Glory Partners's 13F filing for Q3 2026, filed 26 Oct 2026.