Kestra Private Wealth Services
IWD icon

Kestra Private Wealth Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Kestra Private Wealth 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 		$56.5M Sell
227,808
-1,305
-0.6% -$330K 0.6% 27
2026
Q2 		$55.5M Buy
229,113
+9,253
+4% +$2.16M 0.61% 26
2026
Q1 		$47M Buy
219,860
+30,237
+16% +$6.62M 0.58% 27
2025
Q4 		$39.9M Buy
189,623
+23,064
+14% +$4.76M 0.49% 32
2025
Q3 		$33.9M Buy
166,559
+1,314
+0.8% +$261K 0.44% 38
2025
Q2 		$32.1M Buy
165,245
+85,894
+108% +$15.9M 0.46% 35
2025
Q1 		$14.9M Sell
79,351
-11,643
-13% -$2.22M 0.25% 87
2024
Q4 		$16.8M Buy
90,994
+20,971
+30% +$4.02M 0.29% 70
2024
Q3 		$13.3M Sell
70,023
-3,992
-5% -$727K 0.24% 90
2024
Q2 		$12.9M Buy
74,015
+3,120
+4% +$546K 0.26% 85
2024
Q1 		$12.7M Buy
70,895
+1,521
+2% +$257K 0.29% 83
2023
Q4 		$11.5M Buy
69,374
+21,958
+46% +$3.39M 0.29% 84
2023
Q3 		$7.2M Buy
47,416
+10,678
+29% +$1.69M 0.23% 112
2023
Q2 		$5.8M Buy
36,738
+5,290
+17% +$809K 0.2% 123
2023
Q1 		$4.79M Sell
31,448
-26,520
-46% -$4.1M 0.19% 132
2022
Q4 		$8.79M Buy
57,968
+47,824
+471% +$7.16M 0.45% 55
2022
Q3 		$1.38M Sell
10,144
-417
-4% -$62.7K 0.08% 271
2022
Q2 		$1.53M Buy
10,561
+965
+10% +$151K 0.09% 263
2022
Q1 		$1.59M Sell
9,596
-51
-0.5% -$8.38K 0.08% 259
2021
Q4 		$1.62M Buy
9,647
+957
+11% +$157K 0.08% 276
2021
Q3 		$1.36M Buy
8,690
+1,157
+15% +$185K 0.08% 286
2021
Q2 		$1.2M Buy
7,533
+165
+2% +$26.1K 0.07% 292
2021
Q1 		$1.12M Sell
7,368
-336
-4% -$48.6K 0.08% 269
2020
Q4 		$1.04M Buy
7,704
+112
+1% +$14.4K 0.08% 260
2020
Q3 		$897K Buy
+7,592
New +$900K 0.08% 259

Other funds holding IWD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Kestra Private Wealth Services's IWD Position: Q3 2026 in Review

Kestra Private Wealth Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.57% in Q3 2026, selling an estimated $330K and leaving 227,808 shares worth $56.5M. The position accounts for 0.6% of the portfolio, ranked #27.

Kestra Private Wealth Services first reported a position in IWD in Q3 2020 and has held it in 25 quarters since. 1,354 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Kestra Private Wealth Services held 227,808 shares of iShares Russell 1000 Value ETF worth $56.5M as of Q3 2026.
  • Kestra Private Wealth Services sold 1,305 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $330K.
  • iShares Russell 1000 Value ETF made up 0.6% of Kestra Private Wealth Services's portfolio in Q3 2026, its #27 holding.
  • Kestra Private Wealth Services first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and has held it in 25 quarters since.
  • 1,354 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.