Echo45 Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Echo45 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	$200K	Buy	+807	New	+$204K	0.09%	117

Other funds holding IWD

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

CMA

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

PWM

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

Echo45 Advisors's IWD Position: Q3 2026 in Review

Echo45 Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2026: 807 shares worth $200K. The stake represents 0.09% of the portfolio and ranks #117 among its holdings.

358 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Echo45 Advisors held 807 shares of iShares Russell 1000 Value ETF worth $200K as of Q3 2026.
iShares Russell 1000 Value ETF was a new Echo45 Advisors position in Q3 2026.
iShares Russell 1000 Value ETF made up 0.09% of Echo45 Advisors's portfolio in Q3 2026, its #117 holding.
358 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.