Heritage Wealth Advisors
IWD icon

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

Heritage 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 		– Sell
-146
Closed -$35.4K – 407
2026
Q2 		$35.4K Hold
146
– – ﹤0.01% 375
2026
Q1 		$31.2K Hold
146
– – ﹤0.01% 387
2025
Q4 		$30.7K Buy
+146
New +$30.2K ﹤0.01% 361

Other funds holding IWD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2026, closing a stake of 146 shares — an estimated $35.4K sold.

Heritage Wealth Advisors first reported a position in IWD in Q4 2025 and held it in 3 quarters. The position peaked at $35.4K in Q2 2026. 1,784 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Heritage Wealth Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q3 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 146 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $35.4K.
  • Heritage Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and held it in 3 quarters.
  • Heritage Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $35.4K in Q2 2026.
  • 1,784 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.