Elevation Wealth Partners
IWD icon

Elevation Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Elevation Wealth Partners’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 		$299K Buy
1,205
+4
+0.3% +$1.01K 0.08% 117
2026
Q2 		$291K Sell
1,201
-19
-2% -$4.43K 0.09% 112
2026
Q1 		$261K Buy
1,220
+5
+0.4% +$1.1K 0.09% 102
2025
Q4 		$256K Buy
1,215
+934
+332% +$193K 0.09% 104
2025
Q3 		$57.3K Buy
281
+1
+0.4% +$199 0.02% 229
2025
Q2 		$54.4K Buy
280
+1
+0.4% +$185 0.02% 222
2025
Q1 		$52.5K Buy
279
+1
+0.4% +$190 0.02% 222
2024
Q4 		$51.4K Buy
278
+2
+0.7% +$384 0.02% 226
2024
Q3 		$52.4K Sell
276
-10,788
-98% -$1.97M 0.02% 218
2024
Q2 		$1.93M Buy
11,064
+2,380
+27% +$416K 0.91% 27
2024
Q1 		$1.56M Buy
8,684
+1,654
+24% +$280K 0.78% 28
2023
Q4 		$1.07M Buy
+7,030
New +$1.09M 0.64% 32

Other funds holding IWD

GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 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
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Elevation Wealth Partners's IWD Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 0.33% in Q3 2026, buying an estimated $1.01K and bringing the position to 1,205 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #117.

Elevation Wealth Partners first reported a position in IWD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.93M in Q2 2024. 780 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Elevation Wealth Partners held 1,205 shares of iShares Russell 1000 Value ETF worth $299K as of Q3 2026.
  • Elevation Wealth Partners bought 4 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $1.01K.
  • iShares Russell 1000 Value ETF made up 0.08% of Elevation Wealth Partners's portfolio in Q3 2026, its #117 holding.
  • Elevation Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's iShares Russell 1000 Value ETF position peaked at $1.93M in Q2 2024.
  • 780 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.