BFA
IWD icon

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

Benedict Financial 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 		$2.16M Sell
8,701
-558
-6% -$141K 0.43% 79
2026
Q2 		$2.24M Hold
9,259
– – 0.44% 81
2026
Q1 		$1.98M Buy
9,259
+195
+2% +$42.7K 0.41% 85
2025
Q4 		$1.91M Buy
9,064
+38
+0.4% +$7.85K 0.4% 87
2025
Q3 		$1.84M Sell
9,026
-268
-3% -$53.3K 0.4% 84
2025
Q2 		$1.81M Sell
9,294
-42
-0.4% -$7.78K 0.41% 81
2025
Q1 		$1.76M Buy
9,336
+35
+0.4% +$6.67K 0.41% 80
2024
Q4 		$1.72M Buy
9,301
+323
+4% +$62K 0.42% 80
2024
Q3 		$1.7M Sell
8,978
-283
-3% -$51.6K 0.4% 81
2024
Q2 		$1.62M Buy
9,261
+83
+0.9% +$14.5K 0.41% 81
2024
Q1 		$1.64M Sell
9,178
-164
-2% -$27.8K 0.42% 82
2023
Q4 		$1.54M Buy
9,342
+9
+0.1% +$1.39K 0.42% 81
2023
Q3 		$1.42M Sell
9,333
-566
-6% -$89.8K 0.41% 85
2023
Q2 		$1.56M Sell
9,899
-691
-7% -$106K 0.43% 81
2023
Q1 		$1.61M Sell
10,590
-30
-0.3% -$4.63K 0.45% 76
2022
Q4 		$1.61M Sell
10,620
-50
-0.5% -$7.48K 0.48% 70
2022
Q3 		$1.45M Sell
10,670
-488
-4% -$73.3K 0.46% 73
2022
Q2 		$1.62M Sell
11,158
-2,654
-19% -$415K 0.48% 68
2022
Q1 		$2.29M Sell
13,812
-3,739
-21% -$614K 0.61% 59
2021
Q4 		$2.95M Buy
17,551
+497
+3% +$81.4K 0.77% 52
2021
Q3 		$2.67M Sell
17,054
-13
-0.1% -$2.08K 0.75% 53
2021
Q2 		$2.71M Buy
17,067
+1,757
+11% +$278K 0.75% 50
2021
Q1 		$2.32M Buy
+15,310
New +$2.22M 0.67% 57

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

Benedict Financial Advisors's IWD Position: Q3 2026 in Review

Benedict Financial Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 6% in Q3 2026, selling an estimated $141K and leaving 8,701 shares worth $2.16M. The position accounts for 0.43% of the portfolio, ranked #79.

Benedict Financial Advisors first reported a position in IWD in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.95M in Q4 2021. 112 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Benedict Financial Advisors held 8,701 shares of iShares Russell 1000 Value ETF worth $2.16M as of Q3 2026.
  • Benedict Financial Advisors sold 558 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $141K.
  • iShares Russell 1000 Value ETF made up 0.43% of Benedict Financial Advisors's portfolio in Q3 2026, its #79 holding.
  • Benedict Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 23 quarters since.
  • Benedict Financial Advisors's iShares Russell 1000 Value ETF position peaked at $2.95M in Q4 2021.
  • 112 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Benedict Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.