LWA
IWD icon

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

Ledgewood 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 		$236K Hold
950
– – 0.13% 64
2026
Q2 		$230K Hold
950
– – 0.12% 67
2026
Q1 		$203K Buy
+950
New +$208K 0.11% 69

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

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

Ledgewood Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 950 shares worth $236K. The position accounts for 0.13% of the portfolio, ranked #64.

Ledgewood Wealth Advisors first reported a position in IWD in Q1 2026 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Ledgewood Wealth Advisors held 950 shares of iShares Russell 1000 Value ETF worth $236K as of Q3 2026.
  • Ledgewood Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up 0.13% of Ledgewood Wealth Advisors's portfolio in Q3 2026, its #64 holding.
  • Ledgewood Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.