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

IFS 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	$126K	Buy	508 +125	+33%	+$31.6K	0.04%	146
2026 Q2	$92.8K	Hold	383	–	–	0.04%	42
2026 Q1	$81.8K	Hold	383	–	–	0.04%	41
2025 Q4	$80.6K	Hold	383	–	–	0.04%	34
2025 Q3	$78K	Hold	383	–	–	0.05%	34
2025 Q2	$74.4K	Hold	383	–	–	0.06%	29
2025 Q1	$72.1K	Hold	383	–	–	0.06%	37
2024 Q4	$70.9K	Hold	383	–	–	0.06%	35
2024 Q3	$72.7K	Hold	383	–	–	0.06%	24
2024 Q2	$66.8K	Hold	383	–	–	0.06%	24
2024 Q1	$68.6K	Hold	383	–	–	0.06%	23
2023 Q4	$63.3K	Hold	383	–	–	0.08%	22
2023 Q3	$58.1K	Hold	383	–	–	0.11%	22
2023 Q2	$60.4K	Hold	383	–	–	0.15%	19
2023 Q1	$58.3K	Hold	383	–	–	0.24%	19
2022 Q4	$58.1K	Hold	383	–	–	0.1%	22
2022 Q3	$52K	Hold	383	–	–	0.1%	21
2022 Q2	$55K	Hold	383	–	–	0.15%	21
2022 Q1	$63K	Hold	383	–	–	0.06%	22
2021 Q4	$64K	Buy	+383	New	+$62.8K	0.05%	33
2021 Q1	–	Sell	-383	Closed	-$52K	–	81
2020 Q4	$52K	Buy	+383	New	+$49.1K	0.04%	45

Other funds holding IWD

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

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 Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

IFS Advisors's IWD Position: Q3 2026 in Review

IFS Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 33% in Q3 2026, buying an estimated $31.6K and bringing the position to 508 shares worth $126K. The position accounts for 0.04% of the portfolio, ranked #146.

IFS Advisors first reported a position in IWD in Q4 2020 and has held it in 21 quarters since. 488 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

IFS Advisors held 508 shares of iShares Russell 1000 Value ETF worth $126K as of Q3 2026.
IFS Advisors bought 125 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $31.6K.
iShares Russell 1000 Value ETF made up 0.04% of IFS Advisors's portfolio in Q3 2026, its #146 holding.
IFS Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 21 quarters since.
488 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.