Beirne Wealth Consulting Services
IWD icon

Beirne Wealth Consulting Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Beirne Wealth Consulting Services’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 		$64.7M Sell
261,067
-10,674
-4% -$2.7M 12.82% 1
2026
Q2 		$65.9M Buy
271,741
+179,760
+195% +$41.9M 13.11% 1
2026
Q1 		$19.7M Buy
91,981
+4,510
+5% +$988K 5.56% 3
2025
Q4 		$18.4M Sell
87,471
-15,116
-15% -$3.12M 5.33% 5
2025
Q3 		$20.9M Buy
102,587
+1,090
+1% +$217K 5.01% 5
2025
Q2 		$19.7M Sell
101,497
-75,644
-43% -$14M 6.39% 4
2025
Q1 		$33.3M Buy
177,141
+817
+0.5% +$156K 11.87% 2
2024
Q4 		$32.6M Buy
176,324
+931
+0.5% +$179K 11.77% 2
2024
Q3 		$33.3M Buy
175,393
+25,101
+17% +$4.57M 11.69% 2
2024
Q2 		$26.2M Buy
150,292
+8,847
+6% +$1.55M 10.57% 2
2024
Q1 		$25.3M Buy
141,445
+39,861
+39% +$6.74M 10.74% 2
2023
Q4 		$16.8M Buy
101,584
+64,713
+176% +$10M 8.31% 3
2023
Q3 		$5.82M Hold
36,871
– – 4.64% 5
2023
Q2 		$5.82M Sell
36,871
-60,058
-62% -$9.18M 4.64% 5
2023
Q1 		$14.8M Sell
96,929
-201
-0.2% -$31K 10.36% 2
2022
Q4 		$14.7M Sell
97,130
-403,391
-81% -$60.4M 7.25% 2
2022
Q3 		$68.1M Buy
500,521
+398,365
+390% +$59.9M 25.88% 1
2022
Q2 		$14.8M Buy
102,156
+15,322
+18% +$2.4M 9.67% 2
2022
Q1 		$14.4M Buy
86,834
+602
+0.7% +$98.9K 8.02% 4
2021
Q4 		$14.5M Buy
86,232
+9,399
+12% +$1.54M 7.93% 4
2021
Q3 		$12M Buy
76,833
+392
+0.5% +$62.8K 6.85% 4
2021
Q2 		$12.1M Sell
76,441
-6,390
-8% -$1.01M 6.66% 4
2021
Q1 		$12.6M Sell
82,831
-2,302
-3% -$333K 7.37% 4
2020
Q4 		$11.6M Buy
85,133
+16,584
+24% +$2.13M 5.76% 4
2020
Q3 		$8.1M Sell
68,549
-813
-1% -$96.4K 4.73% 4
2020
Q2 		$7.81M Buy
69,362
+63,367
+1,057% +$6.97M 6.37% 4
2020
Q1 		$595K Buy
5,995
+5
+0.1% +$623 0.64% 32
2019
Q4 		$817K Sell
5,990
-608
-9% -$80.1K 0.72% 31
2019
Q3 		$846K Buy
6,598
+35
+0.5% +$4.45K 0.7% 40
2019
Q2 		$835K Sell
6,563
-289
-4% -$36.2K 0.75% 40
2019
Q1 		$846K Buy
+6,852
New +$823K 0.66% 42

Other funds holding IWD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Beirne Wealth Consulting Services's IWD Position: Q3 2026 in Review

Beirne Wealth Consulting Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.9% in Q3 2026, selling an estimated $2.7M and leaving 261,067 shares worth $64.7M. The position accounts for 12.82% of the portfolio, ranked #1.

Beirne Wealth Consulting Services first reported a position in IWD in Q1 2019 and has held it in 31 quarters since. The position peaked at $68.1M in Q3 2022. 1,255 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Beirne Wealth Consulting Services held 261,067 shares of iShares Russell 1000 Value ETF worth $64.7M as of Q3 2026.
  • Beirne Wealth Consulting Services sold 10,674 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $2.7M.
  • iShares Russell 1000 Value ETF made up 12.82% of Beirne Wealth Consulting Services's portfolio in Q3 2026, its #1 holding.
  • Beirne Wealth Consulting Services first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 31 quarters since.
  • Beirne Wealth Consulting Services's iShares Russell 1000 Value ETF position peaked at $68.1M in Q3 2022.
  • 1,255 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q3 2026, filed 19 Oct 2026.