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Cooper Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cooper Financial Group’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 		$1.58M Sell
6,357
-50
-0.8% -$12.6K 0.13% 125
2026
Q2 		$1.55M Sell
6,407
-5,053
-44% -$1.18M 0.13% 120
2026
Q1 		$2.45M Buy
11,460
+3,758
+49% +$823K 0.25% 78
2025
Q4 		$1.62M Sell
7,702
-68
-0.9% -$14K 0.17% 98
2025
Q3 		$1.58M Sell
7,770
-140
-2% -$27.9K 0.18% 93
2025
Q2 		$1.54M Sell
7,910
-301
-4% -$55.7K 0.18% 99
2025
Q1 		$1.54M Sell
8,211
-147
-2% -$28K 0.2% 100
2024
Q4 		$1.55M Sell
8,358
-716
-8% -$137K 0.19% 99
2024
Q3 		$1.72M Sell
9,074
-116
-1% -$21.1K 0.22% 80
2024
Q2 		$1.6M Sell
9,190
-735
-7% -$129K 0.24% 80
2024
Q1 		$1.78M Buy
9,925
+9
+0.1% +$1.52K 0.29% 65
2023
Q4 		$1.64M Sell
9,916
-319
-3% -$49.3K 0.3% 63
2023
Q3 		$1.55M Sell
10,235
-253
-2% -$40.1K 0.37% 60
2023
Q2 		$1.66M Sell
10,488
-122
-1% -$18.7K 0.41% 55
2023
Q1 		$1.62M Sell
10,610
-516
-5% -$79.7K 0.44% 53
2022
Q4 		$1.69M Sell
11,126
-121
-1% -$18.1K 0.52% 39
2022
Q3 		$1.53M Sell
11,247
-764
-6% -$115K 0.55% 47
2022
Q2 		$1.74M Buy
12,011
+171
+1% +$26.7K 0.63% 42
2022
Q1 		$1.97M Sell
11,840
-854
-7% -$140K 0.75% 29
2021
Q4 		$2.13M Sell
12,694
-186
-1% -$30.5K 0.8% 25
2021
Q3 		$2.02M Sell
12,880
-78
-0.6% -$12.5K 0.42% 37
2021
Q2 		$2.06M Buy
12,958
+11
+0.1% +$1.74K 0.42% 38
2021
Q1 		$1.96M Sell
12,947
-6,508
-33% -$942K 0.44% 38
2020
Q4 		$2.66M Buy
19,455
+5,366
+38% +$688K 0.54% 32
2020
Q3 		$1.66M Buy
14,089
+81
+0.6% +$9.61K 0.48% 36
2020
Q2 		$1.58M Buy
14,008
+465
+3% +$51.1K 0.51% 34
2020
Q1 		$1.34M Buy
13,543
+709
+6% +$88.4K 0.56% 27
2019
Q4 		$1.75M Sell
12,834
-365
-3% -$48.1K 0.7% 24
2019
Q3 		$1.69M Sell
13,199
-468
-3% -$59.5K 0.76% 24
2019
Q2 		$1.74M Buy
13,667
+260
+2% +$32.5K 0.84% 23
2019
Q1 		$1.66M Buy
13,407
+1,033
+8% +$124K 0.91% 22
2018
Q4 		$1.37M Buy
+12,374
New +$1.48M 0.93% 24

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 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
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cooper Financial Group's IWD Position: Q3 2026 in Review

Cooper Financial Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.78% in Q3 2026, selling an estimated $12.6K and leaving 6,357 shares worth $1.58M. The position accounts for 0.13% of the portfolio, ranked #125.

Cooper Financial Group first reported a position in IWD in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.66M in Q4 2020. 112 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Cooper Financial Group held 6,357 shares of iShares Russell 1000 Value ETF worth $1.58M as of Q3 2026.
  • Cooper Financial Group sold 50 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $12.6K.
  • iShares Russell 1000 Value ETF made up 0.13% of Cooper Financial Group's portfolio in Q3 2026, its #125 holding.
  • Cooper Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 32 quarters since.
  • Cooper Financial Group's iShares Russell 1000 Value ETF position peaked at $2.66M in Q4 2020.
  • 112 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.