Foster Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Foster Group’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	$314K	Sell	1,265 -31	-2%	-$7.84K	0.01%	239
2026 Q2	$314K	Buy	+1,296	New	+$302K	0.01%	238
2022 Q4	–	Sell	-1,838	Closed	-$250K	–	148
2022 Q3	$250K	Sell	1,838 -1,557	-46%	-$234K	0.02%	122
2022 Q2	$492K	Buy	+3,395	New	+$531K	0.04%	97

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 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

CMA

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

BWCS

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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

PWM

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

Foster Group's IWD Position: Q3 2026 in Review

Foster Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.4% in Q3 2026, selling an estimated $7.84K and leaving 1,265 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #239.

Foster Group first reported a position in IWD in Q2 2022 and has held it in 4 quarters since. The position peaked at $492K in Q2 2022. 418 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Foster Group held 1,265 shares of iShares Russell 1000 Value ETF worth $314K as of Q3 2026.
Foster Group sold 31 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $7.84K.
iShares Russell 1000 Value ETF made up 0.01% of Foster Group's portfolio in Q3 2026, its #239 holding.
Foster Group first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 4 quarters since.
Foster Group's iShares Russell 1000 Value ETF position peaked at $492K in Q2 2022.
418 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.