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

Ballew 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 		$373K Sell
1,497
-514
-26% -$130K 0.19% 91
2026
Q2 		$496K Hold
2,011
– – 0.26% 73
2026
Q1 		$449K Sell
2,011
-8
-0.4% -$1.75K 0.25% 77
2025
Q4 		$439K Sell
2,019
-1,287
-39% -$266K 0.25% 73
2025
Q3 		$672K Sell
3,306
-268
-7% -$53.3K 0.37% 59
2025
Q2 		$706K Sell
3,574
-18
-0.5% -$3.33K 0.42% 55
2025
Q1 		$633K Hold
3,592
– – 0.42% 57
2024
Q4 		$665K Buy
3,592
+1
+0% +$192 0.42% 59
2024
Q3 		$682K Hold
3,591
– – 0.46% 54
2024
Q2 		$644K Sell
3,591
-130
-3% -$22.7K 0.43% 59
2024
Q1 		$650K Sell
3,721
-11
-0.3% -$1.86K 0.45% 55
2023
Q4 		$608K Hold
3,732
– – 0.46% 54
2023
Q3 		$555K Hold
3,732
– – 0.46% 62
2023
Q2 		$593K Hold
3,732
– – 0.43% 61
2023
Q1 		$580K Sell
3,732
-250
-6% -$38.6K 0.42% 62
2022
Q4 		$629K Sell
3,982
-99
-2% -$14.8K 0.48% 49
2022
Q3 		$563K Buy
4,081
+209
+5% +$31.4K 0.51% 48
2022
Q2 		$554K Sell
3,872
-33
-0.8% -$5.16K 0.51% 47
2022
Q1 		$649K Buy
3,905
+1
+0% +$164 0.5% 45
2021
Q4 		$662K Buy
3,904
+147
+4% +$24.1K 0.46% 54
2021
Q3 		$603K Hold
3,757
– – 0.44% 57
2021
Q2 		$598K Sell
3,757
-3,757
-50% -$595K 0.41% 61
2021
Q1 		$1.15M Buy
7,514
+3,757
+100% +$544K 0.42% 59
2020
Q4 		$529K Buy
3,757
+666
+22% +$85.4K 0.41% 50
2020
Q3 		$373K Sell
3,091
-407
-12% -$48.3K 0.32% 60
2020
Q2 		$394K Buy
3,498
+2
+0.1% +$220 0.39% 51
2020
Q1 		$347K Buy
3,496
+28
+0.8% +$3.49K 0.39% 47
2019
Q4 		$474K Buy
3,468
+3
+0.1% +$395 0.41% 51
2019
Q3 		$429K Buy
3,465
+398
+13% +$50.6K 0.39% 56
2019
Q2 		$397K Hold
3,067
– – 0.36% 58
2019
Q1 		$390K Hold
3,067
– – 0.36% 56
2018
Q4 		$367K Hold
3,067
– – 0.34% 57
2018
Q3 		$360K Sell
3,067
-100
-3% -$12.6K 0.33% 56
2018
Q2 		$384K Buy
3,167
+100
+3% +$12.2K 0.43% 52
2018
Q1 		$368K Sell
3,067
-37
-1% -$4.61K 0.32% 64
2017
Q4 		$386K Buy
+3,104
New +$376K 0.38% 60

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 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
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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Ballew Advisors's IWD Position: Q3 2026 in Review

Ballew Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 26% in Q3 2026, selling an estimated $130K and leaving 1,497 shares worth $373K. The position accounts for 0.19% of the portfolio, ranked #91.

Ballew Advisors first reported a position in IWD in Q4 2017 and has held it in 36 quarters since. The position peaked at $1.15M in Q1 2021. 112 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Ballew Advisors held 1,497 shares of iShares Russell 1000 Value ETF worth $373K as of Q3 2026.
  • Ballew Advisors sold 514 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $130K.
  • iShares Russell 1000 Value ETF made up 0.19% of Ballew Advisors's portfolio in Q3 2026, its #91 holding.
  • Ballew Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 36 quarters since.
  • Ballew Advisors's iShares Russell 1000 Value ETF position peaked at $1.15M in Q1 2021.
  • 112 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Ballew Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.