DiNuzzo Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

DiNuzzo Private Wealth’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	$998K	Buy	4,025 +67	+2%	+$16.9K	0.1%	39
2026 Q2	$960K	Hold	3,958	–	–	0.09%	42
2026 Q1	$846K	Hold	3,958	–	–	0.09%	43
2025 Q4	$833K	Hold	3,958	–	–	0.09%	42
2025 Q3	$798K	Hold	3,958	–	–	0.09%	40
2025 Q2	$769K	Hold	3,958	–	–	0.09%	42
2025 Q1	$745K	Hold	3,958	–	–	0.09%	40
2024 Q4	$733K	Hold	3,958	–	–	0.09%	41
2024 Q3	$751K	Buy	3,958 +1,764	+80%	+$321K	0.09%	40
2024 Q2	$383K	Hold	2,194	–	–	0.05%	40
2024 Q1	$393K	Sell	2,194 -152	-6%	-$25.7K	0.05%	41
2023 Q4	$388K	Buy	+2,346	New	+$362K	0.06%	38

Other funds holding IWD

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

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

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

DiNuzzo Private Wealth's IWD Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its iShares Russell 1000 Value ETF (IWD) stake by 1.7% in Q3 2026, buying an estimated $16.9K and bringing the position to 4,025 shares worth $998K. The position accounts for 0.1% of the portfolio, ranked #39.

DiNuzzo Private Wealth first reported a position in IWD in Q4 2023 and has held it in 12 quarters since. 780 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

DiNuzzo Private Wealth held 4,025 shares of iShares Russell 1000 Value ETF worth $998K as of Q3 2026.
DiNuzzo Private Wealth bought 67 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $16.9K.
iShares Russell 1000 Value ETF made up 0.1% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #39 holding.
DiNuzzo Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 12 quarters since.
780 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.