GI
IWD icon

GAMMA Investing’s iShares Russell 1000 Value ETF IWD Stock Holding History

GAMMA Investing’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 		$4.85M Buy
19,565
+541
+3% +$137K 0.16% 97
2026
Q2 		$4.61M Buy
19,024
+1,551
+9% +$361K 0.17% 87
2026
Q1 		$3.73M Buy
17,473
+920
+6% +$201K 0.17% 85
2025
Q4 		$3.48M Buy
16,553
+992
+6% +$205K 0.17% 82
2025
Q3 		$3.17M Buy
15,561
+416
+3% +$82.8K 0.17% 89
2025
Q2 		$2.94M Buy
15,145
+1,401
+10% +$259K 0.19% 82
2025
Q1 		$2.59M Buy
13,744
+412
+3% +$78.5K 0.19% 86
2024
Q4 		$2.47M Buy
13,332
+3,391
+34% +$650K 0.21% 78
2024
Q3 		$1.89M Buy
9,941
+1,198
+14% +$218K 0.19% 100
2024
Q2 		$1.53M Buy
8,743
+2,208
+34% +$386K 0.21% 80
2024
Q1 		$1.17M Buy
6,535
+4,492
+220% +$760K 0.24% 65
2023
Q4 		$338K Buy
+2,043
New +$316K 0.09% 195

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 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
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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GAMMA Investing's IWD Position: Q3 2026 in Review

GAMMA Investing increased its iShares Russell 1000 Value ETF (IWD) stake by 2.8% in Q3 2026, buying an estimated $137K and bringing the position to 19,565 shares worth $4.85M. The position accounts for 0.16% of the portfolio, ranked #97.

GAMMA Investing first reported a position in IWD in Q4 2023 and has held it in 12 quarters since. 112 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • GAMMA Investing held 19,565 shares of iShares Russell 1000 Value ETF worth $4.85M as of Q3 2026.
  • GAMMA Investing bought 541 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $137K.
  • iShares Russell 1000 Value ETF made up 0.16% of GAMMA Investing's portfolio in Q3 2026, its #97 holding.
  • GAMMA Investing first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.