Hoge Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Hoge Financial Services’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	$1.05M	Sell	4,222 -159	-4%	-$40.2K	0.49%	24
2026 Q2	$1.06M	Buy	4,381 +13	+0.3%	+$3.03K	0.51%	26
2026 Q1	$933K	Buy	4,368 +17	+0.4%	+$3.72K	0.5%	25
2025 Q4	$915K	Buy	4,351 +21	+0.5%	+$4.34K	0.49%	23
2025 Q3	$882K	Buy	4,330 +19	+0.4%	+$3.78K	0.51%	22
2025 Q2	$837K	Sell	4,311 -182	-4%	-$33.7K	0.52%	22
2025 Q1	$845K	Buy	4,493 +19	+0.4%	+$3.62K	0.59%	22
2024 Q4	$828K	Buy	4,474 +24	+0.5%	+$4.6K	0.61%	22
2024 Q3	$845K	Buy	4,450 +23	+0.5%	+$4.19K	0.64%	21
2024 Q2	$772K	Buy	4,427 +18	+0.4%	+$3.15K	0.63%	21
2024 Q1	$790K	Buy	+4,409	New	+$746K	0.64%	19

Other funds holding IWD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Hoge Financial Services's IWD Position: Q3 2026 in Review

Hoge Financial Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.6% in Q3 2026, selling an estimated $40.2K and leaving 4,222 shares worth $1.05M. The position accounts for 0.49% of the portfolio, ranked #24.

Hoge Financial Services first reported a position in IWD in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.06M in Q2 2026. 1,269 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Hoge Financial Services held 4,222 shares of iShares Russell 1000 Value ETF worth $1.05M as of Q3 2026.
Hoge Financial Services sold 159 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $40.2K.
iShares Russell 1000 Value ETF made up 0.49% of Hoge Financial Services's portfolio in Q3 2026, its #24 holding.
Hoge Financial Services first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 11 quarters since.
Hoge Financial Services's iShares Russell 1000 Value ETF position peaked at $1.06M in Q2 2026.
1,269 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Hoge Financial Services's 13F filing for Q3 2026, filed 5 Nov 2026.