Avidian Wealth Enterprises
IWD icon

Avidian Wealth Enterprises’s iShares Russell 1000 Value ETF IWD Stock Holding History

Avidian Wealth Enterprises’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 		$14.8M Sell
59,702
-19
-0% -$4.8K 0.41% 43
2026
Q2 		$14.5M Buy
59,721
+3,903
+7% +$909K 0.4% 42
2026
Q1 		$11.9M Sell
55,818
-279
-0.5% -$61.1K 0.38% 45
2025
Q4 		$11.8M Sell
56,097
-162
-0.3% -$33.5K 0.43% 41
2025
Q3 		$11.5M Sell
56,259
-713
-1% -$142K 0.43% 38
2025
Q2 		$11.1M Sell
56,972
-271
-0.5% -$50.2K 0.45% 39
2025
Q1 		$10.8M Buy
57,243
+184
+0.3% +$35K 0.48% 41
2024
Q4 		$10.6M Buy
57,059
+328
+0.6% +$62.9K 0.47% 38
2024
Q3 		$10.8M Sell
56,731
-753
-1% -$137K 0.49% 38
2024
Q2 		$10M Buy
57,484
+2,450
+4% +$428K 0.42% 39
2024
Q1 		$9.9M Buy
55,034
+10,125
+23% +$1.71M 0.48% 37
2023
Q4 		$7.42M Sell
44,909
-3,915
-8% -$605K 0.46% 43
2023
Q3 		$7.41M Sell
48,824
-1,695
-3% -$269K 0.52% 41
2023
Q2 		$7.97M Buy
50,519
+10,368
+26% +$1.59M 0.52% 42
2023
Q1 		$6.11M Buy
40,151
+34,780
+648% +$5.37M 0.34% 66
2022
Q4 		$814K Buy
5,371
+11
+0.2% +$1.65K 0.05% 205
2022
Q3 		$729K Buy
5,360
+263
+5% +$39.5K 0.05% 185
2022
Q2 		$739K Sell
5,097
-762
-13% -$119K 0.05% 203
2022
Q1 		$973K Sell
5,859
-152
-3% -$25K 0.06% 201
2021
Q4 		$1.01M Buy
6,011
+124
+2% +$20.3K 0.06% 187
2021
Q3 		$921K Buy
5,887
+12
+0.2% +$1.92K 0.07% 137
2021
Q2 		$932K Buy
5,875
+31
+0.5% +$4.91K 0.07% 139
2021
Q1 		$886K Buy
5,844
+9
+0.2% +$1.3K 0.08% 131
2020
Q4 		$798K Buy
5,835
+2,410
+70% +$309K 0.08% 131
2020
Q3 		$405K Buy
3,425
+15
+0.4% +$1.78K 0.05% 180
2020
Q2 		$384K Buy
3,410
+378
+12% +$41.6K 0.05% 160
2020
Q1 		$301K Sell
3,032
-124
-4% -$15.5K 0.05% 145
2019
Q4 		$431K Sell
3,156
-26
-0.8% -$3.43K 0.06% 134
2019
Q3 		$408K Buy
+3,182
New +$404K 0.07% 116

Other funds holding IWD

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
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Avidian Wealth Enterprises's IWD Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.03% in Q3 2026, selling an estimated $4.8K and leaving 59,702 shares worth $14.8M. The position accounts for 0.41% of the portfolio, ranked #43.

Avidian Wealth Enterprises first reported a position in IWD in Q3 2019 and has held it in 29 quarters since. 843 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Avidian Wealth Enterprises held 59,702 shares of iShares Russell 1000 Value ETF worth $14.8M as of Q3 2026.
  • Avidian Wealth Enterprises sold 19 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $4.8K.
  • iShares Russell 1000 Value ETF made up 0.41% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #43 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and has held it in 29 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.