FFA
IWD icon

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

Farther Finance 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 		$9.99M Sell
40,275
-23,943
-37% -$6.05M 0.07% 254
2026
Q2 		$15.6M Buy
64,218
+737
+1% +$172K 0.12% 144
2026
Q1 		$13.6M Buy
63,481
+27,934
+79% +$6.12M 0.13% 136
2025
Q4 		$7.48M Buy
35,547
+16,339
+85% +$3.37M 0.08% 224
2025
Q3 		$3.91M Buy
19,208
+7,819
+69% +$1.56M 0.06% 274
2025
Q2 		$2.21M Buy
11,389
+1,572
+16% +$291K 0.04% 333
2025
Q1 		$1.84M Buy
9,817
+2,496
+34% +$475K 0.05% 321
2024
Q4 		$1.36M Buy
7,321
+1,422
+24% +$273K 0.05% 289
2024
Q3 		$1.12M Buy
5,899
+2,331
+65% +$425K 0.04% 316
2024
Q2 		$618K Buy
3,568
+802
+29% +$140K 0.03% 412
2024
Q1 		$493K Buy
2,766
+650
+31% +$110K 0.03% 399
2023
Q4 		$350K Buy
2,116
+1,761
+496% +$272K 0.03% 414
2023
Q3 		$53.9K Buy
355
+142
+67% +$22.5K 0.01% 750
2023
Q2 		$33.6K Hold
213
– – 0.01% 807
2023
Q1 		$32.4K Sell
213
-6
-3% -$927 0.01% 743
2022
Q4 		$33.2K Buy
+219
New +$32.8K 0.01% 584

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Farther Finance Advisors's IWD Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 37% in Q3 2026, selling an estimated $6.05M and leaving 40,275 shares worth $9.99M. The position accounts for 0.07% of the portfolio, ranked #254.

Farther Finance Advisors first reported a position in IWD in Q4 2022 and has held it in 16 quarters since. The position peaked at $15.6M in Q2 2026. 112 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Farther Finance Advisors held 40,275 shares of iShares Russell 1000 Value ETF worth $9.99M as of Q3 2026.
  • Farther Finance Advisors sold 23,943 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $6.05M.
  • iShares Russell 1000 Value ETF made up 0.07% of Farther Finance Advisors's portfolio in Q3 2026, its #254 holding.
  • Farther Finance Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares Russell 1000 Value ETF position peaked at $15.6M in Q2 2026.
  • 112 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.