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

Crumly & 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 		$246K Hold
992
– – 0.04% 184
2026
Q2 		$240K Sell
992
-391
-28% -$91.1K 0.05% 177
2026
Q1 		$296K Hold
1,383
– – 0.06% 158
2025
Q4 		$291K Sell
1,383
-3
-0.2% -$620 0.06% 154
2025
Q3 		$282K Sell
1,386
-3,023
-69% -$601K 0.06% 155
2025
Q2 		$856K Buy
+4,409
New +$817K 0.21% 67

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

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

Crumly & Associates held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 992 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #184.

Crumly & Associates first reported a position in IWD in Q2 2025 and has held it in 6 quarters since. The position peaked at $856K in Q2 2025. 1,269 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Crumly & Associates held 992 shares of iShares Russell 1000 Value ETF worth $246K as of Q3 2026.
  • Crumly & Associates left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up 0.04% of Crumly & Associates's portfolio in Q3 2026, its #184 holding.
  • Crumly & Associates first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 6 quarters since.
  • Crumly & Associates's iShares Russell 1000 Value ETF position peaked at $856K in Q2 2025.
  • 1,269 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.