Dynamic Advisor Solutions
IWD icon

Dynamic Advisor Solutions’s iShares Russell 1000 Value ETF IWD Stock Holding History

Dynamic Advisor Solutions’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 		$2.75M Sell
11,110
-282
-2% -$71.3K 0.08% 254
2026
Q2 		$2.76M Sell
11,392
-77
-0.7% -$17.9K 0.08% 256
2026
Q1 		$2.45M Sell
11,469
-333
-3% -$72.9K 0.08% 262
2025
Q4 		$2.48M Sell
11,802
-1,737
-13% -$359K 0.08% 256
2025
Q3 		$2.76M Sell
13,539
-19,233
-59% -$3.83M 0.08% 249
2025
Q2 		$6.37M Sell
32,772
-100,331
-75% -$18.6M 0.2% 121
2025
Q1 		$25M Sell
133,103
-291
-0.2% -$55.4K 0.83% 21
2024
Q4 		$24.7M Sell
133,394
-280
-0.2% -$53.7K 1.07% 16
2024
Q3 		$25.4M Sell
133,674
-774
-0.6% -$141K 0.76% 22
2024
Q2 		$23.5M Sell
134,448
-1,981
-1% -$346K 0.74% 22
2024
Q1 		$24.4M Buy
136,429
+1,031
+0.8% +$174K 0.82% 16
2023
Q4 		$22.3M Buy
135,398
+5,496
+4% +$849K 0.83% 14
2023
Q3 		$19.7M Buy
129,902
+156
+0.1% +$24.7K 0.93% 13
2023
Q2 		$20.5M Buy
129,746
+653
+0.5% +$100K 1.06% 11
2023
Q1 		$19.7M Buy
129,093
+532
+0.4% +$82.2K 1.15% 11
2022
Q4 		$19.5M Sell
128,561
-237
-0.2% -$35.5K 1.33% 9
2022
Q3 		$17.5M Buy
128,798
+100,073
+348% +$15M 1.34% 11
2022
Q2 		$4.16M Sell
28,725
-87
-0.3% -$13.6K 0.32% 75
2022
Q1 		$4.78M Buy
28,812
+20,885
+263% +$3.43M 0.33% 69
2021
Q4 		$1.33M Sell
7,927
-35
-0.4% -$5.73K 0.1% 221
2021
Q3 		$1.25M Buy
7,962
+108
+1% +$17.3K 0.09% 239
2021
Q2 		$1.25M Sell
7,854
-74
-0.9% -$11.7K 0.1% 240
2021
Q1 		$1.2M Buy
7,928
+544
+7% +$78.7K 0.11% 217
2020
Q4 		$1.01M Buy
7,384
+2,643
+56% +$339K 0.09% 239
2020
Q3 		$560K Hold
4,741
– – 0.06% 288
2020
Q2 		$534K Buy
+4,741
New +$521K 0.07% 260
2020
Q1 		– Sell
-2,833
Closed -$387K – 550
2019
Q4 		$387K Buy
2,833
+40
+1% +$5.27K 0.05% 352
2019
Q3 		$358K Buy
2,793
+847
+44% +$108K 0.06% 337
2019
Q2 		$248K Buy
1,946
+138
+8% +$17.3K 0.04% 410
2019
Q1 		$223K Buy
+1,808
New +$217K 0.04% 355
2018
Q4 		– Sell
-1,601
Closed -$203K – 428
2018
Q3 		$203K Buy
+1,601
New +$201K 0.04% 373

Other funds holding IWD

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

Dynamic Advisor Solutions's IWD Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.5% in Q3 2026, selling an estimated $71.3K and leaving 11,110 shares worth $2.75M. The position accounts for 0.08% of the portfolio, ranked #254.

Dynamic Advisor Solutions first reported a position in IWD in Q3 2018 and has held it in 31 quarters since. The position peaked at $25.4M in Q3 2024. 422 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Dynamic Advisor Solutions held 11,110 shares of iShares Russell 1000 Value ETF worth $2.75M as of Q3 2026.
  • Dynamic Advisor Solutions sold 282 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $71.3K.
  • iShares Russell 1000 Value ETF made up 0.08% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #254 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and has held it in 31 quarters since.
  • Dynamic Advisor Solutions's iShares Russell 1000 Value ETF position peaked at $25.4M in Q3 2024.
  • 422 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.