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KFA Private Wealth Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

KFA Private Wealth Group’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 		$252K Buy
1,015
+128
+14% +$32.4K 0.06% 133
2026
Q2 		$215K Buy
+887
New +$207K 0.05% 144

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

KFA Private Wealth Group's IWD Position: Q3 2026 in Review

KFA Private Wealth Group increased its iShares Russell 1000 Value ETF (IWD) stake by 14% in Q3 2026, buying an estimated $32.4K and bringing the position to 1,015 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #133.

KFA Private Wealth Group first reported a position in IWD in Q2 2026 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • KFA Private Wealth Group held 1,015 shares of iShares Russell 1000 Value ETF worth $252K as of Q3 2026.
  • KFA Private Wealth Group bought 128 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $32.4K.
  • iShares Russell 1000 Value ETF made up 0.06% of KFA Private Wealth Group's portfolio in Q3 2026, its #133 holding.
  • KFA Private Wealth Group first reported a position in iShares Russell 1000 Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.