Fiduciary Alliance’s iShares Russell 1000 Value ETF IWD Stock Holding History

Fiduciary Alliance’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	$242K	Sell	976 -2,091	-68%	-$529K	0.02%	448
2026 Q2	$744K	Buy	3,067 +561	+22%	+$131K	0.05%	309
2026 Q1	$561K	Buy	2,506 +415	+20%	+$90.9K	0.03%	354
2025 Q4	$440K	Buy	2,091 +291	+16%	+$60.1K	0.03%	357
2025 Q3	$366K	Sell	1,800 -165	-8%	-$32.8K	0.02%	384
2025 Q2	$382K	Sell	1,965 -1,349	-41%	-$250K	0.03%	355
2025 Q1	$624K	Buy	+3,314	New	+$631K	0.06%	225
2023 Q3	–	Sell	-349	Closed	-$55.1K	–	552
2023 Q2	$55.1K	Buy	+349	New	+$53.4K	0.01%	300
2023 Q1	–	Sell	-41	Closed	-$6.22K	–	493
2022 Q4	$6.22K	Buy	+41	New	+$6.14K	﹤0.01%	484

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

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

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Fiduciary Alliance's IWD Position: Q3 2026 in Review

Fiduciary Alliance reduced its iShares Russell 1000 Value ETF (IWD) stake by 68% in Q3 2026, selling an estimated $529K and leaving 976 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #448.

Fiduciary Alliance first reported a position in IWD in Q4 2022 and has held it in 9 quarters since. The position peaked at $744K in Q2 2026. 602 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Fiduciary Alliance held 976 shares of iShares Russell 1000 Value ETF worth $242K as of Q3 2026.
Fiduciary Alliance sold 2,091 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $529K.
iShares Russell 1000 Value ETF made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #448 holding.
Fiduciary Alliance first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 9 quarters since.
Fiduciary Alliance's iShares Russell 1000 Value ETF position peaked at $744K in Q2 2026.
602 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.