Fairvoy Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Fairvoy Private Wealth’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	$1.34M	Buy	5,397 +1	+0%	+$253	0.27%	83
2026 Q2	$1.31M	Hold	5,396	–	–	0.26%	82
2026 Q1	$1.15M	Sell	5,396 -448	-8%	-$98.1K	0.28%	85
2025 Q4	$1.23M	Hold	5,844	–	–	0.28%	76
2025 Q3	$1.19M	Hold	5,844	–	–	0.27%	78
2025 Q2	$1.14M	Buy	5,844 +146	+3%	+$27K	0.28%	78
2025 Q1	$1.07M	Buy	5,698 +114	+2%	+$21.7K	0.29%	74
2024 Q4	$1.03M	Buy	+5,584	New	+$1.07M	0.28%	71

Other funds holding IWD

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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

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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

Fairvoy Private Wealth's IWD Position: Q3 2026 in Review

Fairvoy Private Wealth increased its iShares Russell 1000 Value ETF (IWD) stake by 0.02% in Q3 2026, buying an estimated $253 and bringing the position to 5,397 shares worth $1.34M. The position accounts for 0.27% of the portfolio, ranked #83.

Fairvoy Private Wealth first reported a position in IWD in Q4 2024 and has held it in 8 quarters since. 663 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Fairvoy Private Wealth held 5,397 shares of iShares Russell 1000 Value ETF worth $1.34M as of Q3 2026.
Fairvoy Private Wealth bought 1 iShares Russell 1000 Value ETF share in Q3 2026, an estimated $253.
iShares Russell 1000 Value ETF made up 0.27% of Fairvoy Private Wealth's portfolio in Q3 2026, its #83 holding.
Fairvoy Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 8 quarters since.
663 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Fairvoy Private Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.