Financial Services Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

Financial Services Advisory’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	$32M	Buy	+129,244	New	+$32.7M	8.7%	3
2022 Q2	–	Sell	-3,019	Closed	-$501K	–	18
2022 Q1	$501K	Buy	3,019 +6	+0.2%	+$985	0.78%	21
2021 Q4	$506K	Sell	3,013 -46	-2%	-$7.54K	0.16%	40
2021 Q3	$479K	Buy	3,059 +56	+2%	+$8.98K	0.16%	41
2021 Q2	$476K	Buy	+3,003	New	+$475K	0.2%	36
2020 Q1	–	Sell	-104,477	Closed	-$14.3M	–	15
2019 Q4	$14.3M	Buy	+104,477	New	+$13.8M	5.89%	7

Other funds holding IWD

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Financial Services Advisory's IWD Position: Q3 2026 in Review

Financial Services Advisory opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2026: 129,244 shares worth $32M. The stake represents 8.7% of the portfolio and ranks #3 among its holdings. This is a return to the name: Financial Services Advisory previously reported a position in IWD as recently as Q1 2022.

Financial Services Advisory first reported a position in IWD in Q4 2019 and has held it in 6 quarters since. 1,543 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Financial Services Advisory held 129,244 shares of iShares Russell 1000 Value ETF worth $32M as of Q3 2026.
iShares Russell 1000 Value ETF was a new Financial Services Advisory position in Q3 2026.
iShares Russell 1000 Value ETF made up 8.7% of Financial Services Advisory's portfolio in Q3 2026, its #3 holding.
Financial Services Advisory first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 6 quarters since.
1,543 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Financial Services Advisory's 13F filing for Q3 2026, filed 26 Oct 2026.