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

JFS Wealth 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	$12.9M	Sell	52,229 -995	-2%	-$252K	0.65%	32
2026 Q2	$12.9M	Sell	53,224 -726	-1%	-$169K	0.64%	32
2026 Q1	$11.5M	Sell	53,950 -295	-0.5%	-$64.6K	0.65%	33
2025 Q4	$11.4M	Buy	54,245 +827	+2%	+$171K	0.64%	33
2025 Q3	$10.9M	Buy	53,418 +5,393	+11%	+$1.07M	0.64%	33
2025 Q2	$9.33M	Buy	48,025 +1,945	+4%	+$360K	0.59%	33
2025 Q1	$8.67M	Sell	46,080 -29	-0.1%	-$5.52K	0.59%	32
2024 Q4	$8.54M	Sell	46,109 -1,919	-4%	-$368K	0.58%	33
2024 Q3	$9.12M	Sell	48,028 -1,995	-4%	-$363K	0.61%	33
2024 Q2	$8.73M	Buy	50,023 +154	+0.3%	+$26.9K	0.69%	30
2024 Q1	$8.93M	Buy	49,869 +2,292	+5%	+$388K	0.71%	31
2023 Q4	$7.86M	Buy	47,577 +1,054	+2%	+$163K	0.67%	32
2023 Q3	$7.06M	Buy	46,523 +3	+0%	+$476	0.67%	32
2023 Q2	$7.34M	Buy	46,520 +613	+1%	+$93.7K	0.66%	33
2023 Q1	$6.99M	Buy	45,907 +1,332	+3%	+$206K	0.66%	32
2022 Q4	$6.76M	Sell	44,575 -6,705	-13%	-$1M	0.66%	34
2022 Q3	$6.97M	Buy	51,280 +2,443	+5%	+$367K	0.76%	26
2022 Q2	$7.08M	Sell	48,837 -657	-1%	-$103K	0.75%	29
2022 Q1	$8.22M	Sell	49,494 -543	-1%	-$89.2K	0.78%	26
2021 Q4	$8.4M	Buy	50,037 +864	+2%	+$142K	0.79%	26
2021 Q3	$7.7M	Buy	49,173 +38,738	+371%	+$6.21M	0.79%	26
2021 Q2	$1.66M	Sell	10,435 -29	-0.3%	-$4.59K	0.25%	64
2021 Q1	$1.59M	Sell	10,464 -213	-2%	-$30.8K	0.32%	60
2020 Q4	$1.46M	Buy	10,677 +247	+2%	+$31.7K	0.31%	64
2020 Q3	$1.23M	Buy	10,430 +1,734	+20%	+$206K	0.29%	65
2020 Q2	$979K	Sell	8,696 -299	-3%	-$32.9K	0.25%	71
2020 Q1	$892K	Buy	8,995 +159	+2%	+$19.8K	0.27%	67
2019 Q4	$1.21M	Sell	8,836 -378	-4%	-$49.8K	0.3%	61
2019 Q3	$1.18M	Sell	9,214 -2	-0%	-$254	0.3%	61
2019 Q2	$1.17M	Sell	9,216 -133	-1%	-$16.6K	0.3%	60
2019 Q1	$1.16M	Sell	9,349 -494	-5%	-$59.4K	0.3%	65
2018 Q4	$1.09M	Buy	9,843 +304	+3%	+$36.4K	0.29%	66
2018 Q3	$1.21M	Sell	9,539 -475	-5%	-$59.7K	0.31%	60
2018 Q2	$1.22M	Hold	10,014	–	–	0.32%	59
2018 Q1	$1.2M	Hold	10,014	–	–	0.32%	57
2017 Q4	$1.24M	Buy	10,014 +475	+5%	+$57.6K	0.3%	58
2017 Q3	$1.13M	Buy	9,539 +7,924	+491%	+$923K	0.29%	61
2017 Q2	$188K	Sell	1,615 -83	-5%	-$9.6K	0.05%	121
2017 Q1	$190K	Hold	1,698	–	–	0.05%	129
2016 Q4	$190K	Hold	1,698	–	–	0.05%	129
2016 Q3	$179K	Hold	1,698	–	–	0.05%	137
2016 Q2	$175K	Sell	1,698 -245	-13%	-$24.7K	0.05%	164
2016 Q1	$192K	Buy	1,943 +56	+3%	+$5.25K	0.06%	135
2015 Q4	$185K	Buy	1,887 +1,492	+378%	+$148K	0.05%	139
2015 Q3	$37K	Hold	395	–	–	0.02%	234
2015 Q2	$41K	Hold	395	–	–	0.02%	202
2015 Q1	$41K	Hold	395	–	–	0.02%	200
2014 Q4	$41K	Hold	395	–	–	0.01%	205
2014 Q3	$40K	Hold	395	–	–	0.01%	203
2014 Q2	$40K	Buy	+395	New	+$38.7K	0.01%	210

Other funds holding IWD

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

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

Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

JFS Wealth Advisors's IWD Position: Q3 2026 in Review

JFS Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.9% in Q3 2026, selling an estimated $252K and leaving 52,229 shares worth $12.9M. The position accounts for 0.65% of the portfolio, ranked #32.

JFS Wealth Advisors first reported a position in IWD in Q2 2014 and has held it in 50 quarters since. 1,071 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

JFS Wealth Advisors held 52,229 shares of iShares Russell 1000 Value ETF worth $12.9M as of Q3 2026.
JFS Wealth Advisors sold 995 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $252K.
iShares Russell 1000 Value ETF made up 0.65% of JFS Wealth Advisors's portfolio in Q3 2026, its #32 holding.
JFS Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2014 and has held it in 50 quarters since.
1,071 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.