BigSur Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

BigSur Wealth Management’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	$2.23M	Sell	8,980 -200	-2%	-$50.6K	0.53%	53
2026 Q2	$2.23M	Sell	9,180 -215	-2%	-$50.1K	0.54%	51
2026 Q1	$2.01M	Sell	9,395 -3,000	-24%	-$657K	0.56%	51
2025 Q4	$2.61M	Hold	12,395	–	–	0.63%	45
2025 Q3	$2.52M	Sell	12,395 -206	-2%	-$41K	0.62%	45
2025 Q2	$2.45M	Hold	12,601	–	–	0.62%	43
2025 Q1	$2.37M	Hold	12,601	–	–	0.64%	42
2024 Q4	$2.33M	Hold	12,601	–	–	0.67%	42
2024 Q3	$2.39M	Hold	12,601	–	–	0.66%	46
2024 Q2	$2.2M	Hold	12,601	–	–	0.67%	41
2024 Q1	$2.26M	Hold	12,601	–	–	0.71%	39
2023 Q4	$2.08M	Sell	12,601 -7,500	-37%	-$1.16M	0.99%	26
2023 Q3	$3.07M	Hold	20,101	–	–	1.55%	13
2023 Q2	$3.17M	Hold	20,101	–	–	1.52%	14
2023 Q1	$3.06M	Hold	20,101	–	–	1.44%	16
2022 Q4	$3.05M	Hold	20,101	–	–	1.47%	14
2022 Q3	$2.73M	Hold	20,101	–	–	1.38%	19
2022 Q2	$2.91M	Hold	20,101	–	–	1.37%	18
2022 Q1	$3.34M	Hold	20,101	–	–	1.3%	20
2021 Q4	$3.38M	Buy	20,101 +6,100	+44%	+$999K	1.32%	22
2021 Q3	$2.19M	Buy	14,001 +4,101	+41%	+$658K	0.98%	32
2021 Q2	$1.57M	Hold	9,900	–	–	0.71%	41
2021 Q1	$1.5M	Hold	9,900	–	–	0.77%	37
2020 Q4	$1.35M	Hold	9,900	–	–	0.76%	39
2020 Q3	$1.17M	Hold	9,900	–	–	0.74%	43
2020 Q2	$1.11M	Hold	9,900	–	–	0.8%	33
2020 Q1	$982K	Sell	9,900 -4,870	-33%	-$607K	0.74%	34
2019 Q4	$2.02M	Buy	14,770 +3,070	+26%	+$405K	1.14%	22
2019 Q3	$1.5M	Hold	11,700	–	–	1.01%	30
2019 Q2	$1.5M	Hold	11,700	–	–	1.05%	27
2019 Q1	$1.45M	Hold	11,700	–	–	0.95%	24
2018 Q4	$1.3M	Hold	11,700	–	–	0.92%	24
2018 Q3	$1.49M	Buy	+11,700	New	+$1.47M	0.93%	21

Other funds holding IWD

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

BigSur Wealth Management's IWD Position: Q3 2026 in Review

BigSur Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.2% in Q3 2026, selling an estimated $50.6K and leaving 8,980 shares worth $2.23M. The position accounts for 0.53% of the portfolio, ranked #53.

BigSur Wealth Management first reported a position in IWD in Q3 2018 and has held it in 33 quarters since. The position peaked at $3.38M in Q4 2021. 216 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

BigSur Wealth Management held 8,980 shares of iShares Russell 1000 Value ETF worth $2.23M as of Q3 2026.
BigSur Wealth Management sold 200 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $50.6K.
iShares Russell 1000 Value ETF made up 0.53% of BigSur Wealth Management's portfolio in Q3 2026, its #53 holding.
BigSur Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and has held it in 33 quarters since.
BigSur Wealth Management's iShares Russell 1000 Value ETF position peaked at $3.38M in Q4 2021.
216 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.