High Point Wealth Management
IWD icon

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

High Point 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 		$163K Hold
659
– – 0.13% 95
2026
Q2 		$160K Hold
659
– – 0.13% 93
2026
Q1 		$141K Hold
659
– – 0.14% 96
2025
Q4 		$139K Buy
+659
New +$136K 0.13% 99

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

High Point Wealth Management's IWD Position: Q3 2026 in Review

High Point Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 659 shares worth $163K. The position accounts for 0.13% of the portfolio, ranked #95.

High Point Wealth Management first reported a position in IWD in Q4 2025 and has held it in 4 quarters since. 1,777 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • High Point Wealth Management held 659 shares of iShares Russell 1000 Value ETF worth $163K as of Q3 2026.
  • High Point Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up 0.13% of High Point Wealth Management's portfolio in Q3 2026, its #95 holding.
  • High Point Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,777 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.