High Probability Advisors
IWD icon

High Probability Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

High Probability 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 		$1.54M Hold
6,221
– – 0.17% 29
2026
Q2 		$1.51M Hold
6,221
– – 0.16% 29
2026
Q1 		$1.33M Sell
6,221
-343
-5% -$75.1K 0.17% 29
2025
Q4 		$1.38M Hold
6,564
– – 0.18% 30
2025
Q3 		$1.34M Buy
6,564
+448
+7% +$89.1K 0.18% 28
2025
Q2 		$1.19M Hold
6,116
– – 0.18% 28
2025
Q1 		$1.15M Hold
6,116
– – 0.19% 29
2024
Q4 		$1.13M Hold
6,116
– – 0.2% 30
2024
Q3 		$1.16M Hold
6,116
– – 0.2% 31
2024
Q2 		$1.07M Hold
6,116
– – 0.19% 29
2024
Q1 		$1.1M Hold
6,116
– – 0.2% 29
2023
Q4 		$1.01M Sell
6,116
-71
-1% -$11K 0.2% 30
2023
Q3 		$939K Sell
6,187
-161
-3% -$25.5K 0.2% 29
2023
Q2 		$1M Buy
6,348
+25
+0.4% +$3.82K 0.22% 27
2023
Q1 		$963K Buy
6,323
+32
+0.5% +$4.94K 0.22% 27
2022
Q4 		$954K Buy
6,291
+81
+1% +$12.1K 0.26% 26
2022
Q3 		$844K Hold
6,210
– – 0.26% 27
2022
Q2 		$900K Buy
6,210
+28
+0.5% +$4.38K 0.29% 26
2022
Q1 		$1.03M Buy
6,182
+26
+0.4% +$4.27K 0.34% 24
2021
Q4 		$1.03M Buy
6,156
+59
+1% +$9.7K 0.38% 21
2021
Q3 		$954K Hold
6,097
– – 0.39% 21
2021
Q2 		$967K Buy
6,097
+47
+0.8% +$7.44K 0.41% 21
2021
Q1 		$917K Hold
6,050
– – 0.48% 20
2020
Q4 		$827K Buy
+6,050
New +$776K 0.51% 19

Other funds holding IWD

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

High Probability Advisors's IWD Position: Q3 2026 in Review

High Probability Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 6,221 shares worth $1.54M. The position accounts for 0.17% of the portfolio, ranked #29.

High Probability Advisors first reported a position in IWD in Q4 2020 and has held it in 24 quarters since. 418 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • High Probability Advisors held 6,221 shares of iShares Russell 1000 Value ETF worth $1.54M as of Q3 2026.
  • High Probability Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up 0.17% of High Probability Advisors's portfolio in Q3 2026, its #29 holding.
  • High Probability Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 24 quarters since.
  • 418 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on High Probability Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.