Global Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Global Wealth Management’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	$1.73M	Hold	6,964	–	–	0.94%	18
2026 Q2	$1.69M	Hold	6,964	–	–	0.86%	18
2026 Q1	$1.49M	Hold	6,964	–	–	0.81%	18
2025 Q4	$1.46M	Hold	6,964	–	–	0.79%	17
2025 Q3	$1.42M	Sell	6,964 -1,256	-15%	-$250K	0.74%	15
2025 Q2	$1.62M	Hold	8,220	–	–	0.89%	14
2025 Q1	$1.55M	Hold	8,220	–	–	0.89%	14
2024 Q4	$1.52M	Hold	8,220	–	–	0.97%	14
2024 Q3	$1.56M	Buy	+8,220	New	+$1.5M	1.06%	14

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

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

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

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

Global Wealth Management's IWD Position: Q3 2026 in Review

Global Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 6,964 shares worth $1.73M. The position accounts for 0.94% of the portfolio, ranked #18.

Global Wealth Management first reported a position in IWD in Q3 2024 and has held it in 9 quarters since. 520 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Global Wealth Management held 6,964 shares of iShares Russell 1000 Value ETF worth $1.73M as of Q3 2026.
Global Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.94% of Global Wealth Management's portfolio in Q3 2026, its #18 holding.
Global Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 9 quarters since.
520 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Global Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.