McGlone Suttner Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

McGlone Suttner Wealth Management’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	$2.21M	Sell	8,925 -10	-0.1%	-$2.53K	0.26%	45
2026 Q2	$2.17M	Sell	8,935 -369	-4%	-$86K	0.25%	45
2026 Q1	$1.99M	Sell	9,304 -436	-4%	-$95.5K	0.26%	43
2025 Q4	$2.05M	Buy	+9,740	New	+$2.01M	0.28%	40
2025 Q1	–	Sell	-13,385	Closed	-$2.48M	–	196
2024 Q4	$2.48M	Buy	+13,385	New	+$2.57M	0.41%	26

Other funds holding IWD

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

McGlone Suttner Wealth Management's IWD Position: Q3 2026 in Review

McGlone Suttner Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.11% in Q3 2026, selling an estimated $2.53K and leaving 8,925 shares worth $2.21M. The position accounts for 0.26% of the portfolio, ranked #45.

McGlone Suttner Wealth Management first reported a position in IWD in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.48M in Q4 2024. 1,354 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

McGlone Suttner Wealth Management held 8,925 shares of iShares Russell 1000 Value ETF worth $2.21M as of Q3 2026.
McGlone Suttner Wealth Management sold 10 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $2.53K.
iShares Russell 1000 Value ETF made up 0.26% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #45 holding.
McGlone Suttner Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 5 quarters since.
McGlone Suttner Wealth Management's iShares Russell 1000 Value ETF position peaked at $2.48M in Q4 2024.
1,354 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.