CA
IWD icon

Clune & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Clune & Associates’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 		– Sell
-1,123
Closed -$272K – 171
2026
Q2 		$272K Buy
+1,123
New +$262K 0.04% 146

Other funds holding IWD

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Stephens Group Asset Management
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
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Clune & Associates's IWD Position: Q3 2026 in Review

Clune & Associates sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2026, closing a stake of 1,123 shares — an estimated $272K sold.

Clune & Associates first reported a position in IWD in Q2 2026 and held it in 1 quarter. The position peaked at $272K in Q2 2026. 488 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Clune & Associates reported no remaining iShares Russell 1000 Value ETF position as of Q3 2026 after selling out during the quarter.
  • Clune & Associates sold 1,123 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $272K.
  • Clune & Associates first reported a position in iShares Russell 1000 Value ETF in Q2 2026 and held it in 1 quarter.
  • Clune & Associates's iShares Russell 1000 Value ETF position peaked at $272K in Q2 2026.
  • 488 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.