Nearside Advisors, LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

Nearside Advisors, LLC’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	$250K	Buy	+1,008	New	+$255K	0.18%	37

Other funds holding IWD

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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

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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Nearside Advisors, LLC's IWD Position: Q3 2026 in Review

Nearside Advisors, LLC opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2026: 1,008 shares worth $250K. The stake represents 0.18% of the portfolio and ranks #37 among its holdings.

663 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Nearside Advisors, LLC held 1,008 shares of iShares Russell 1000 Value ETF worth $250K as of Q3 2026.
iShares Russell 1000 Value ETF was a new Nearside Advisors, LLC position in Q3 2026.
iShares Russell 1000 Value ETF made up 0.18% of Nearside Advisors, LLC's portfolio in Q3 2026, its #37 holding.
663 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Nearside Advisors, LLC's 13F filing for Q3 2026, filed 20 Oct 2026.