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

Central Valley 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	$3.05M	Sell	12,285 -840	-6%	-$212K	0.82%	34
2026 Q2	$3.18M	Sell	13,125 -200	-2%	-$46.6K	0.82%	31
2026 Q1	$2.85M	Buy	13,325 +514	+4%	+$113K	0.78%	36
2025 Q4	$2.69M	Sell	12,811 -104	-0.8%	-$21.5K	0.81%	37
2025 Q3	$2.63M	Sell	12,915 -57	-0.4%	-$11.3K	0.81%	35
2025 Q2	$2.52M	Sell	12,972 -13,301	-51%	-$2.46M	0.86%	32
2025 Q1	$4.94M	Sell	26,273 -1,200	-4%	-$229K	1.87%	16
2024 Q4	$5.09M	Sell	27,473 -218	-0.8%	-$41.8K	2.31%	11
2024 Q3	$5.26M	Sell	27,691 -17	-0.1%	-$3.1K	2.97%	6
2024 Q2	$4.72M	Sell	27,708 -3,250	-10%	-$568K	2.02%	10
2024 Q1	$5.54M	Sell	30,958 -1,684	-5%	-$285K	2.86%	6
2023 Q4	$5.39M	Buy	+32,642	New	+$5.04M	3.17%	5

Other funds holding IWD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Central Valley Advisors's IWD Position: Q3 2026 in Review

Central Valley Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 6.4% in Q3 2026, selling an estimated $212K and leaving 12,285 shares worth $3.05M. The position accounts for 0.82% of the portfolio, ranked #34.

Central Valley Advisors first reported a position in IWD in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.54M in Q1 2024. 1,269 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Central Valley Advisors held 12,285 shares of iShares Russell 1000 Value ETF worth $3.05M as of Q3 2026.
Central Valley Advisors sold 840 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $212K.
iShares Russell 1000 Value ETF made up 0.82% of Central Valley Advisors's portfolio in Q3 2026, its #34 holding.
Central Valley Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 12 quarters since.
Central Valley Advisors's iShares Russell 1000 Value ETF position peaked at $5.54M in Q1 2024.
1,269 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.