Eagle Strategies
IWD icon

Eagle Strategies’s iShares Russell 1000 Value ETF IWD Stock Holding History

Eagle Strategies’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 		$3.3M Sell
13,294
-145
-1% -$36.7K 0.32% 70
2026
Q2 		$3.26M Sell
13,439
-275
-2% -$64.1K 0.32% 71
2026
Q1 		$2.93M Buy
13,714
+1,098
+9% +$240K 0.35% 67
2025
Q4 		$2.65M Buy
12,616
+1,320
+12% +$273K 0.34% 69
2025
Q3 		$2.3M Buy
11,296
+3,741
+50% +$744K 0.31% 75
2025
Q2 		$1.47M Sell
7,555
-91
-1% -$16.9K 0.22% 91
2025
Q1 		$1.44M Buy
7,646
+11
+0.1% +$2.1K 0.25% 82
2024
Q4 		$1.41M Sell
7,635
-14
-0.2% -$2.68K 0.24% 79
2024
Q3 		$1.45M Sell
7,649
-58
-0.8% -$10.6K 0.26% 79
2024
Q2 		$1.34M Buy
7,707
+2,261
+42% +$395K 0.26% 82
2024
Q1 		$975K Sell
5,446
-3,292
-38% -$557K 0.22% 107
2023
Q4 		$1.44M Buy
8,738
+76
+0.9% +$11.7K 0.31% 71
2023
Q3 		$1.32M Sell
8,662
-68
-0.8% -$10.8K 0.32% 69
2023
Q2 		$1.38M Buy
8,730
+680
+8% +$104K 0.33% 64
2023
Q1 		$1.23M Sell
8,050
-18
-0.2% -$2.78K 0.31% 65
2022
Q4 		$1.22M Buy
8,068
+885
+12% +$132K 0.37% 63
2022
Q3 		$977K Sell
7,183
-988
-12% -$148K 0.51% 43
2022
Q2 		$1.18M Sell
8,171
-2,048
-20% -$320K 0.43% 54
2022
Q1 		$1.7M Sell
10,219
-43
-0.4% -$7.06K 0.66% 38
2021
Q4 		$1.72M Buy
+10,262
New +$1.68M 0.67% 41

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

Eagle Strategies's IWD Position: Q3 2026 in Review

Eagle Strategies reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.1% in Q3 2026, selling an estimated $36.7K and leaving 13,294 shares worth $3.3M. The position accounts for 0.32% of the portfolio, ranked #70.

Eagle Strategies first reported a position in IWD in Q4 2021 and has held it in 20 quarters since. 1,269 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Eagle Strategies held 13,294 shares of iShares Russell 1000 Value ETF worth $3.3M as of Q3 2026.
  • Eagle Strategies sold 145 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $36.7K.
  • iShares Russell 1000 Value ETF made up 0.32% of Eagle Strategies's portfolio in Q3 2026, its #70 holding.
  • Eagle Strategies first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 20 quarters since.
  • 1,269 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.