Boyer Financial Services
IWD icon

Boyer Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Boyer Financial 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 		$822K Hold
3,315
– – 0.66% 30
2026
Q2 		$818K Buy
+3,315
New +$772K 0.69% 25

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

Boyer Financial Services's IWD Position: Q3 2026 in Review

Boyer Financial Services held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 3,315 shares worth $822K. The position accounts for 0.66% of the portfolio, ranked #30.

Boyer Financial Services first reported a position in IWD in Q2 2026 and has held it in 2 quarters since. 1,269 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Boyer Financial Services held 3,315 shares of iShares Russell 1000 Value ETF worth $822K as of Q3 2026.
  • Boyer Financial Services left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up 0.66% of Boyer Financial Services's portfolio in Q3 2026, its #30 holding.
  • Boyer Financial Services first reported a position in iShares Russell 1000 Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,269 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.