Fort Washington Investment Advisors
IWD icon

Fort Washington Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Fort Washington Investment 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 		$284K Sell
1,144
-69
-6% -$17.4K ﹤0.01% 388
2026
Q2 		$294K Buy
1,213
+28
+2% +$6.52K ﹤0.01% 382
2026
Q1 		$253K Sell
1,185
-45
-4% -$9.86K ﹤0.01% 386
2025
Q4 		$259K Sell
1,230
-30
-2% -$6.2K ﹤0.01% 389
2025
Q3 		$257K Sell
1,260
-311
-20% -$61.9K ﹤0.01% 386
2025
Q2 		$305K Hold
1,571
– – ﹤0.01% 353
2025
Q1 		$296K Hold
1,571
– – ﹤0.01% 360
2024
Q4 		$291K Sell
1,571
-650
-29% -$125K ﹤0.01% 360
2024
Q3 		$422K Buy
2,221
+640
+40% +$117K ﹤0.01% 339
2024
Q2 		$276K Hold
1,581
– – ﹤0.01% 372
2024
Q1 		$283K Sell
1,581
-50
-3% -$8.46K ﹤0.01% 370
2023
Q4 		$270K Hold
1,631
– – ﹤0.01% 363
2023
Q3 		$248K Buy
+1,631
New +$259K ﹤0.01% 354
2020
Q4 		– Sell
-83,369
Closed -$9.85M – 499
2020
Q3 		$9.85M Buy
83,369
+975
+1% +$116K 0.1% 122
2020
Q2 		$9.28M Buy
82,394
+1,247
+2% +$137K 0.1% 138
2020
Q1 		$8.05M Buy
81,147
+31,576
+64% +$3.94M 0.11% 143
2019
Q4 		$6.76M Buy
49,571
+29,064
+142% +$3.83M 0.07% 208
2019
Q3 		$2.63M Buy
+20,507
New +$2.61M 0.03% 255
2019
Q2 		– Sell
-2,047
Closed -$253K – 512
2019
Q1 		$253K Buy
+2,047
New +$246K ﹤0.01% 470
2018
Q4 		– Sell
-1,620
Closed -$205K – 538
2018
Q3 		$205K Sell
1,620
-33
-2% -$4.14K ﹤0.01% 536
2018
Q2 		$201K Sell
1,653
-1,497
-48% -$182K ﹤0.01% 533
2018
Q1 		$378K Hold
3,150
– – ﹤0.01% 479
2017
Q4 		$392K Hold
3,150
– – ﹤0.01% 500
2017
Q3 		$373K Sell
3,150
-1,100
-26% -$128K 0.01% 424
2017
Q2 		$495K Sell
4,250
-200
-4% -$23K 0.01% 394
2017
Q1 		$511K Hold
4,450
– – 0.01% 391
2016
Q4 		$499K Buy
+4,450
New +$481K 0.01% 387
2016
Q3 		– Sell
-4,850
Closed -$501K – 445
2016
Q2 		$501K Sell
4,850
-325
-6% -$32.8K 0.01% 357
2016
Q1 		$511K Buy
+5,175
New +$485K 0.01% 361
2015
Q4 		– Sell
-5,175
Closed -$483K – 408
2015
Q3 		$483K Sell
5,175
-800
-13% -$79.4K 0.01% 361
2015
Q2 		$616K Hold
5,975
– – 0.01% 321
2015
Q1 		$616K Hold
5,975
– – 0.01% 319
2014
Q4 		$624K Hold
5,975
– – 0.01% 314
2014
Q3 		$598K Hold
5,975
– – 0.01% 314
2014
Q2 		$605K Sell
5,975
-100
-2% -$9.81K 0.01% 323
2014
Q1 		$586K Sell
6,075
-100
-2% -$9.37K 0.01% 309
2013
Q4 		$581K Buy
6,175
+300
+5% +$27.2K 0.01% 388
2013
Q3 		$506K Sell
5,875
-2,472
-30% -$215K 0.01% 362
2013
Q2 		$699K Buy
+8,347
New +$695K 0.02% 323

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 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

Fort Washington Investment Advisors's IWD Position: Q3 2026 in Review

Fort Washington Investment Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.7% in Q3 2026, selling an estimated $17.4K and leaving 1,144 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Fort Washington Investment Advisors first reported a position in IWD in Q2 2013 and has held it in 39 quarters since. The position peaked at $9.85M in Q3 2020. 358 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Fort Washington Investment Advisors held 1,144 shares of iShares Russell 1000 Value ETF worth $284K as of Q3 2026.
  • Fort Washington Investment Advisors sold 69 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $17.4K.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Fort Washington Investment Advisors's portfolio in Q3 2026, its #388 holding.
  • Fort Washington Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 39 quarters since.
  • Fort Washington Investment Advisors's iShares Russell 1000 Value ETF position peaked at $9.85M in Q3 2020.
  • 358 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.