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

Bluesphere 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	$254K	Buy	1,026 +3	+0.3%	+$758	0.08%	99
2026 Q2	$248K	Buy	1,023 +2	+0.2%	+$466	0.08%	102
2026 Q1	$218K	Buy	1,021 +31	+3%	+$6.79K	0.08%	113
2025 Q4	$208K	Buy	990 +4	+0.4%	+$826	0.09%	95
2025 Q3	$201K	Buy	+986	New	+$196K	0.09%	93
2025 Q2	–	Sell	-1,095	Closed	-$206K	–	92
2025 Q1	$206K	Buy	1,095 +4	+0.4%	+$762	0.12%	83
2024 Q4	$202K	Buy	1,091 +5	+0.5%	+$959	0.1%	103
2024 Q3	$206K	Buy	+1,086	New	+$198K	0.1%	97

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

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Bluesphere Advisors's IWD Position: Q3 2026 in Review

Bluesphere Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.29% in Q3 2026, buying an estimated $758 and bringing the position to 1,026 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #99.

Bluesphere Advisors first reported a position in IWD in Q3 2024 and has held it in 8 quarters since. 462 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Bluesphere Advisors held 1,026 shares of iShares Russell 1000 Value ETF worth $254K as of Q3 2026.
Bluesphere Advisors bought 3 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $758.
iShares Russell 1000 Value ETF made up 0.08% of Bluesphere Advisors's portfolio in Q3 2026, its #99 holding.
Bluesphere Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 8 quarters since.
462 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.