Doliver Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Doliver Advisors’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	$384K	Hold	1,550	–	–	0.08%	142
2026 Q2	$376K	Hold	1,550	–	–	0.09%	147
2026 Q1	$331K	Hold	1,550	–	–	0.08%	147
2025 Q4	$326K	Hold	1,550	–	–	0.08%	143
2025 Q3	$316K	Hold	1,550	–	–	0.08%	154
2025 Q2	$301K	Hold	1,550	–	–	0.08%	143
2025 Q1	$292K	Sell	1,550 -100	-6%	-$19K	0.08%	140
2024 Q4	$305K	Hold	1,650	–	–	0.08%	131
2024 Q3	$313K	Hold	1,650	–	–	0.09%	124
2024 Q2	$288K	Hold	1,650	–	–	0.08%	126
2024 Q1	$296K	Hold	1,650	–	–	0.08%	124
2023 Q4	$273K	Hold	1,650	–	–	0.08%	128
2023 Q3	$251K	Hold	1,650	–	–	0.08%	132
2023 Q2	$260K	Hold	1,650	–	–	0.08%	143
2023 Q1	$251K	Hold	1,650	–	–	0.08%	141
2022 Q4	$250K	Sell	1,650 -250	-13%	-$37.4K	0.08%	130
2022 Q3	$258K	Sell	1,900 -135	-7%	-$20.3K	0.1%	119
2022 Q2	$295K	Hold	2,035	–	–	0.1%	124
2022 Q1	$338K	Buy	+2,035	New	+$334K	0.11%	123
2021 Q4	–	Sell	-1,835	Closed	-$287K	–	176
2021 Q3	$287K	Hold	1,835	–	–	0.1%	138
2021 Q2	$291K	Buy	+1,835	New	+$291K	0.1%	118

Other funds holding IWD

LPL Financial San Diego, California $468B AUM 17.69% 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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

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

Doliver Advisors's IWD Position: Q3 2026 in Review

Doliver Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 1,550 shares worth $384K. The position accounts for 0.08% of the portfolio, ranked #142.

Doliver Advisors first reported a position in IWD in Q2 2021 and has held it in 21 quarters since. 1,269 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Doliver Advisors held 1,550 shares of iShares Russell 1000 Value ETF worth $384K as of Q3 2026.
Doliver Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.08% of Doliver Advisors's portfolio in Q3 2026, its #142 holding.
Doliver Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 21 quarters since.
1,269 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.