Mayfair Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mayfair Advisory 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	$207K	Buy	+834	New	+$211K	0.06%	178

Other funds holding IWD

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Mayfair Advisory Group's IWD Position: Q3 2026 in Review

Mayfair Advisory Group opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2026: 834 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #178 among its holdings.

1,617 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Mayfair Advisory Group held 834 shares of iShares Russell 1000 Value ETF worth $207K as of Q3 2026.
iShares Russell 1000 Value ETF was a new Mayfair Advisory Group position in Q3 2026.
iShares Russell 1000 Value ETF made up 0.06% of Mayfair Advisory Group's portfolio in Q3 2026, its #178 holding.
1,617 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.