Manuka Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Manuka Financial’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	$235K	Hold	946	–	–	0.12%	54
2026 Q2	$229K	Hold	946	–	–	0.12%	53
2026 Q1	$202K	Sell	946 -122	-11%	-$26.7K	0.12%	56
2025 Q4	$225K	Hold	1,068	–	–	0.14%	51
2025 Q3	$217K	Hold	1,068	–	–	0.14%	52
2025 Q2	$207K	Sell	1,068 -265	-20%	-$49.1K	0.11%	50
2025 Q1	$251K	Buy	+1,333	New	+$254K	0.16%	43

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

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

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

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

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Manuka Financial's IWD Position: Q3 2026 in Review

Manuka Financial held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 946 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #54.

Manuka Financial first reported a position in IWD in Q1 2025 and has held it in 7 quarters since. The position peaked at $251K in Q1 2025. 927 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Manuka Financial held 946 shares of iShares Russell 1000 Value ETF worth $235K as of Q3 2026.
Manuka Financial left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.12% of Manuka Financial's portfolio in Q3 2026, its #54 holding.
Manuka Financial first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 7 quarters since.
Manuka Financial's iShares Russell 1000 Value ETF position peaked at $251K in Q1 2025.
927 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Manuka Financial's 13F filing for Q3 2026, filed 15 Oct 2026.