HWA
IWD icon

Heartwood Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Heartwood Wealth Advisors’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 		$887K Sell
3,577
-10
-0.3% -$2.53K 0.07% 113
2026
Q2 		$870K Sell
3,587
-32
-0.9% -$7.45K 0.07% 112
2026
Q1 		$773K Buy
3,619
+1,156
+47% +$253K 0.07% 107
2025
Q4 		$518K Buy
2,463
+210
+9% +$43.4K 0.05% 116
2025
Q3 		$459K Hold
2,253
– – 0.04% 121
2025
Q2 		$438K Sell
2,253
-64
-3% -$11.9K 0.05% 115
2025
Q1 		$436K Sell
2,317
-9
-0.4% -$1.71K 0.05% 107
2024
Q4 		$431K Hold
2,326
– – 0.05% 100
2024
Q3 		$441K Sell
2,326
-62
-3% -$11.3K 0.05% 104
2024
Q2 		$417K Hold
2,388
– – 0.05% 106
2024
Q1 		$428K Sell
2,388
-72
-3% -$12.2K 0.05% 95
2023
Q4 		$407K Hold
2,460
– – 0.05% 92
2023
Q3 		$373K Buy
+2,460
New +$390K 0.06% 95

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

Heartwood Wealth Advisors's IWD Position: Q3 2026 in Review

Heartwood Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.28% in Q3 2026, selling an estimated $2.53K and leaving 3,577 shares worth $887K. The position accounts for 0.07% of the portfolio, ranked #113.

Heartwood Wealth Advisors first reported a position in IWD in Q3 2023 and has held it in 13 quarters since. 112 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Heartwood Wealth Advisors held 3,577 shares of iShares Russell 1000 Value ETF worth $887K as of Q3 2026.
  • Heartwood Wealth Advisors sold 10 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $2.53K.
  • iShares Russell 1000 Value ETF made up 0.07% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #113 holding.
  • Heartwood Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 13 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.