IRC
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Investors Research Corp’s iShares Russell 1000 Value ETF IWD Stock Holding History

Investors Research Corp’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 		$77.6K Hold
313
– – 0.01% 352
2026
Q2 		$75.9K Sell
313
-65
-17% -$15.1K 0.01% 357
2026
Q1 		$80.8K Hold
378
– – 0.02% 349
2025
Q4 		$79.5K Hold
378
– – 0.01% 388
2025
Q3 		$77K Sell
378
-80
-17% -$15.9K 0.01% 394
2025
Q2 		$89K Hold
458
– – 0.02% 394
2025
Q1 		$86.2K Hold
458
– – 0.02% 398
2024
Q4 		$84.8K Hold
458
– – 0.02% 410
2024
Q3 		$86.9K Sell
458
-473
-51% -$86.2K 0.02% 407
2024
Q2 		$162K Hold
931
– – 0.04% 330
2024
Q1 		$167K Hold
931
– – 0.04% 346
2023
Q4 		$154K Buy
931
+165
+22% +$25.5K 0.04% 361
2023
Q3 		$116K Sell
766
-13
-2% -$2.06K 0.03% 385
2023
Q2 		$123K Hold
779
– – 0.03% 385
2023
Q1 		$119K Buy
779
+13
+2% +$2.01K 0.03% 394
2022
Q4 		$116K Hold
766
– – 0.03% 392
2022
Q3 		$104K Hold
766
– – 0.03% 392
2022
Q2 		$111K Hold
766
– – 0.03% 395
2022
Q1 		$127K Hold
766
– – 0.04% 377
2021
Q4 		$129K Hold
766
– – 0.04% 367
2021
Q3 		$120K Hold
766
– – 0.04% 375
2021
Q2 		$122K Hold
766
– – 0.04% 362
2021
Q1 		$116K Hold
766
– – 0.04% 370
2020
Q4 		$105K Hold
766
– – 0.04% 410
2020
Q3 		$90K Hold
766
– – 0.04% 405
2020
Q2 		$86K Hold
766
– – 0.04% 388
2020
Q1 		$76K Buy
+766
New +$95.5K 0.05% 373
2019
Q3 		– Sell
-8
Closed -$1K – 1122
2019
Q2 		$1K Hold
8
– – ﹤0.01% 1035
2019
Q1 		$1K Buy
+8
New +$961 ﹤0.01% 1000

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Investors Research Corp's IWD Position: Q3 2026 in Review

Investors Research Corp held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 313 shares worth $77.6K. The position accounts for 0.01% of the portfolio, ranked #352.

Investors Research Corp first reported a position in IWD in Q1 2019 and has held it in 29 quarters since. The position peaked at $167K in Q1 2024. 112 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Investors Research Corp held 313 shares of iShares Russell 1000 Value ETF worth $77.6K as of Q3 2026.
  • Investors Research Corp left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up 0.01% of Investors Research Corp's portfolio in Q3 2026, its #352 holding.
  • Investors Research Corp first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 29 quarters since.
  • Investors Research Corp's iShares Russell 1000 Value ETF position peaked at $167K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.