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

Beam Wealth 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	$4.39M	Buy	17,699 +28	+0.2%	+$7.08K	0.95%	24
2026 Q2	$4.28M	Sell	17,671 -2,337	-12%	-$544K	0.94%	22
2026 Q1	$4.28M	Buy	20,008 +1,750	+10%	+$383K	1.06%	17
2025 Q4	$3.84M	Buy	18,258 +406	+2%	+$83.9K	1.05%	21
2025 Q3	$3.63M	Buy	17,852 +4,227	+31%	+$841K	0.99%	25
2025 Q2	$2.65M	Buy	+13,625	New	+$2.52M	0.79%	33
2023 Q2	–	Sell	-3,800	Closed	-$579K	–	112
2023 Q1	$579K	Sell	3,800 -170	-4%	-$26.3K	0.58%	49
2022 Q4	$602K	Buy	+3,970	New	+$594K	0.63%	48

Other funds holding IWD

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beam Wealth Advisors's IWD Position: Q3 2026 in Review

Beam Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.16% in Q3 2026, buying an estimated $7.08K and bringing the position to 17,699 shares worth $4.39M. The position accounts for 0.95% of the portfolio, ranked #24.

Beam Wealth Advisors first reported a position in IWD in Q4 2022 and has held it in 8 quarters since. 1,143 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Beam Wealth Advisors held 17,699 shares of iShares Russell 1000 Value ETF worth $4.39M as of Q3 2026.
Beam Wealth Advisors bought 28 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $7.08K.
iShares Russell 1000 Value ETF made up 0.95% of Beam Wealth Advisors's portfolio in Q3 2026, its #24 holding.
Beam Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 8 quarters since.
1,143 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.