D.B. Root & Company’s iShares Russell 1000 Value ETF IWD Stock Holding History

D.B. Root & Company’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	$264K	Buy	+1,066	New	+$269K	0.06%	169
2020 Q4	–	Sell	-4,511	Closed	-$532K	–	209
2020 Q3	$532K	Buy	4,511 +1,335	+42%	+$158K	0.21%	123
2020 Q2	$357K	Hold	3,176	–	–	0.16%	155
2020 Q1	$314K	Sell	3,176 -428	-12%	-$53.3K	0.16%	151
2019 Q4	$491K	Buy	3,604 +350	+11%	+$46.1K	0.22%	128
2019 Q3	$417K	Hold	3,254	–	–	0.19%	134
2019 Q2	$413K	Sell	3,254 -1,467	-31%	-$184K	0.18%	132
2019 Q1	$583K	Sell	4,721 -122	-3%	-$14.7K	0.25%	111
2018 Q4	$538K	Buy	4,843 +724	+18%	+$86.8K	0.27%	105
2018 Q3	$522K	Hold	4,119	–	–	0.23%	122
2018 Q2	$500K	Buy	+4,119	New	+$501K	0.24%	133

Other funds holding IWD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 21.87% 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

D.B. Root & Company's IWD Position: Q3 2026 in Review

D.B. Root & Company opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2026: 1,066 shares worth $264K. The stake represents 0.06% of the portfolio and ranks #169 among its holdings. This is a return to the name: D.B. Root & Company previously reported a position in IWD as recently as Q3 2020.

D.B. Root & Company first reported a position in IWD in Q2 2018 and has held it in 11 quarters since. The position peaked at $583K in Q1 2019. 1,450 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

D.B. Root & Company held 1,066 shares of iShares Russell 1000 Value ETF worth $264K as of Q3 2026.
iShares Russell 1000 Value ETF was a new D.B. Root & Company position in Q3 2026.
iShares Russell 1000 Value ETF made up 0.06% of D.B. Root & Company's portfolio in Q3 2026, its #169 holding.
D.B. Root & Company first reported a position in iShares Russell 1000 Value ETF in Q2 2018 and has held it in 11 quarters since.
D.B. Root & Company's iShares Russell 1000 Value ETF position peaked at $583K in Q1 2019.
1,450 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on D.B. Root & Company's 13F filing for Q3 2026, filed 4 Nov 2026.