Bedel Financial Consulting’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.38M | Buy |
5,579
+110
| +2% | +$27.8K | 0.13% | 87 |
|
|
2026
Q2 | $1.33M | Buy |
5,469
+81
| +2% | +$18.9K | 0.12% | 92 |
|
|
2026
Q1 | $1.15M | Buy |
5,388
+192
| +4% | +$42K | 0.13% | 91 |
|
|
2025
Q4 | $1.09M | Buy |
5,196
+447
| +9% | +$92.3K | 0.12% | 97 |
|
|
2025
Q3 | $967K | Buy |
4,749
+246
| +5% | +$48.9K | 0.12% | 100 |
|
|
2025
Q2 | $875K | Buy |
4,503
+99
| +2% | +$18.3K | 0.12% | 102 |
|
|
2025
Q1 | $805K | Hold |
4,404
| – | – | 0.12% | 103 |
|
|
2024
Q4 | $856K | Buy |
4,404
+57
| +1% | +$10.9K | 0.12% | 97 |
|
|
2024
Q3 | $825K | Buy |
4,347
+76
| +2% | +$13.8K | 0.12% | 96 |
|
|
2024
Q2 | $745K | Sell |
4,271
-106
| -2% | -$18.5K | 0.11% | 97 |
|
|
2024
Q1 | $784K | Sell |
4,377
-121
| -3% | -$20.5K | 0.12% | 90 |
|
|
2023
Q4 | $743K | Buy |
4,498
+1,073
| +31% | +$166K | 0.14% | 93 |
|
|
2023
Q3 | $520K | Buy |
3,425
+301
| +10% | +$47.7K | 0.11% | 117 |
|
|
2023
Q2 | $493K | Sell |
3,124
-2,011
| -39% | -$307K | 0.1% | 120 |
|
|
2023
Q1 | $782K | Buy |
5,135
+2,605
| +103% | +$402K | 0.19% | 76 |
|
|
2022
Q4 | $384K | Hold |
2,530
| – | – | 0.1% | 141 |
|
|
2022
Q3 | $380K | Sell |
2,530
-43
| -2% | -$6.46K | 0.1% | 134 |
|
|
2022
Q2 | $373K | Buy |
2,573
+1,066
| +71% | +$167K | 0.11% | 127 |
|
|
2022
Q1 | $250K | Buy |
1,507
+17
| +1% | +$2.79K | 0.08% | 164 |
|
|
2021
Q4 | $250K | Sell |
1,490
-2
| -0.1% | -$328 | 0.08% | 169 |
|
|
2021
Q3 | $234K | Hold |
1,492
| – | – | 0.08% | 167 |
|
|
2021
Q2 | $237K | Buy |
1,492
+48
| +3% | +$7.6K | 0.08% | 165 |
|
|
2021
Q1 | $219K | Buy |
1,444
+195
| +16% | +$28.2K | 0.08% | 168 |
|
|
2020
Q4 | $171K | Buy |
1,249
+150
| +14% | +$19.2K | 0.08% | 164 |
|
|
2020
Q3 | $130K | Hold |
1,099
| – | – | 0.07% | 176 |
|
|
2020
Q2 | $124K | Hold |
1,099
| – | – | 0.07% | 171 |
|
|
2020
Q1 | $109K | Hold |
1,099
| – | – | 0.07% | 171 |
|
|
2019
Q4 | $150K | Hold |
1,099
| – | – | 0.09% | 169 |
|
|
2019
Q3 | $141K | Hold |
1,099
| – | – | 0.08% | 168 |
|
|
2019
Q2 | $140K | Hold |
1,099
| – | – | 0.09% | 168 |
|
|
2019
Q1 | $136K | Hold |
1,099
| – | – | 0.09% | 163 |
|
|
2018
Q4 | $122K | Hold |
1,099
| – | – | 0.09% | 165 |
|
|
2018
Q3 | $135K | Sell |
1,099
-207
| -16% | -$26K | 0.09% | 169 |
|
|
2018
Q2 | $159K | Hold |
1,306
| – | – | 0.12% | 154 |
|
|
2018
Q1 | $157K | Buy |
+1,306
| New | +$163K | 0.12% | 156 |
|
Other funds holding IWD
Bedel Financial Consulting's IWD Position: Q3 2026 in Review
Bedel Financial Consulting increased its iShares Russell 1000 Value ETF (IWD) stake by 2% in Q3 2026, buying an estimated $27.8K and bringing the position to 5,579 shares worth $1.38M. The position accounts for 0.13% of the portfolio, ranked #87.
Bedel Financial Consulting first reported a position in IWD in Q1 2018 and has held it in 35 quarters since. 1,354 funds tracked by Wall St. Rank hold IWD as of Q3 2026.
- Bedel Financial Consulting held 5,579 shares of iShares Russell 1000 Value ETF worth $1.38M as of Q3 2026.
- Bedel Financial Consulting bought 110 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $27.8K.
- iShares Russell 1000 Value ETF made up 0.13% of Bedel Financial Consulting's portfolio in Q3 2026, its #87 holding.
- Bedel Financial Consulting first reported a position in iShares Russell 1000 Value ETF in Q1 2018 and has held it in 35 quarters since.
- 1,354 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.
Based on Bedel Financial Consulting's 13F filing for Q3 2026, filed 6 Nov 2026.