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

Francis Financial’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	$213K	Sell	860 -3	-0.3%	-$758	0.03%	133
2026 Q2	$209K	Buy	+863	New	+$201K	0.03%	131
2025 Q3	–	Sell	-1,048	Closed	-$203K	–	133
2025 Q2	$203K	Buy	+1,048	New	+$194K	0.05%	93
2018 Q1	$281K	Hold	2,340	–	–	0.65%	16
2017 Q4	$291K	Buy	+2,340	New	+$284K	0.63%	18

Other funds holding IWD

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

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Francis Financial's IWD Position: Q3 2026 in Review

Francis Financial reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.35% in Q3 2026, selling an estimated $758 and leaving 860 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #133.

Francis Financial first reported a position in IWD in Q4 2017 and has held it in 5 quarters since. The position peaked at $291K in Q4 2017. 1,450 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Francis Financial held 860 shares of iShares Russell 1000 Value ETF worth $213K as of Q3 2026.
Francis Financial sold 3 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $758.
iShares Russell 1000 Value ETF made up 0.03% of Francis Financial's portfolio in Q3 2026, its #133 holding.
Francis Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 5 quarters since.
Francis Financial's iShares Russell 1000 Value ETF position peaked at $291K in Q4 2017.
1,450 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Francis Financial's 13F filing for Q3 2026, filed 9 Nov 2026.