Empirical Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Empirical Wealth Management’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	$4.27M	Buy	17,236 +890	+5%	+$225K	0.06%	181
2026 Q2	$3.96M	Sell	16,346 -440	-3%	-$102K	0.06%	185
2026 Q1	$3.59M	Buy	16,786 +2,840	+20%	+$622K	0.06%	178
2025 Q4	$2.93M	Buy	13,946 +7,211	+107%	+$1.49M	0.05%	199
2025 Q3	$1.37M	Buy	6,735 +1	+0%	+$199	0.03%	284
2025 Q2	$1.31M	Buy	6,734 +1,615	+32%	+$299K	0.03%	280
2025 Q1	$963K	Sell	5,119 -181	-3%	-$34.5K	0.02%	304
2024 Q4	$981K	Hold	5,300	–	–	0.03%	281
2024 Q3	$1.01M	Buy	5,300 +55	+1%	+$10K	0.03%	267
2024 Q2	$915K	Buy	5,245 +189	+4%	+$33K	0.03%	270
2024 Q1	$906K	Buy	5,056 +391	+8%	+$66.2K	0.03%	265
2023 Q4	$771K	Sell	4,665 -461	-9%	-$71.2K	0.03%	263
2023 Q3	$778K	Hold	5,126	–	–	0.03%	251
2023 Q2	$809K	Buy	5,126 +803	+19%	+$123K	0.03%	250
2023 Q1	$658K	Sell	4,323 -990	-19%	-$153K	0.03%	285
2022 Q4	$806K	Buy	5,313 +560	+12%	+$83.8K	0.04%	240
2022 Q3	$646K	Sell	4,753 -1,080	-19%	-$162K	0.03%	255
2022 Q2	$846K	Buy	5,833 +2,936	+101%	+$459K	0.04%	223
2022 Q1	$481K	Sell	2,897 -240	-8%	-$39.4K	0.02%	335
2021 Q4	$527K	Buy	3,137 +517	+20%	+$84.7K	0.03%	335
2021 Q3	$410K	Hold	2,620	–	–	0.02%	335
2021 Q2	$416K	Buy	2,620 +368	+16%	+$58.3K	0.03%	325
2021 Q1	$341K	Sell	2,252 -368	-14%	-$53.2K	0.03%	303
2020 Q4	$358K	Sell	2,620 -150	-5%	-$19.2K	0.03%	284
2020 Q3	$327K	Hold	2,770	–	–	0.03%	271
2020 Q2	$312K	Sell	2,770 -498	-15%	-$54.8K	0.03%	271
2020 Q1	$324K	Buy	3,268 +208	+7%	+$25.9K	0.04%	242
2019 Q4	$418K	Buy	3,060 +1,078	+54%	+$142K	0.05%	213
2019 Q3	$254K	Hold	1,982	–	–	0.03%	249
2019 Q2	$252K	Hold	1,982	–	–	0.03%	221
2019 Q1	$245K	Hold	1,982	–	–	0.04%	204
2018 Q4	$220K	Hold	1,982	–	–	0.04%	181
2018 Q3	$251K	Buy	+1,982	New	+$249K	0.04%	180

Other funds holding IWD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 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

Empirical Wealth Management's IWD Position: Q3 2026 in Review

Empirical Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 5.4% in Q3 2026, buying an estimated $225K and bringing the position to 17,236 shares worth $4.27M. The position accounts for 0.06% of the portfolio, ranked #181.

Empirical Wealth Management first reported a position in IWD in Q3 2018 and has held it in 33 quarters since. 1,450 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Empirical Wealth Management held 17,236 shares of iShares Russell 1000 Value ETF worth $4.27M as of Q3 2026.
Empirical Wealth Management bought 890 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $225K.
iShares Russell 1000 Value ETF made up 0.06% of Empirical Wealth Management's portfolio in Q3 2026, its #181 holding.
Empirical Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and has held it in 33 quarters since.
1,450 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.