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

Members Wealth’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	$373K	Hold	1,487	–	–	0.19%	80
2026 Q2	$360K	Buy	1,487 +157	+12%	+$36.6K	0.2%	80
2026 Q1	$301K	Buy	1,330 +46	+4%	+$10.1K	0.18%	87
2025 Q4	$281K	Hold	1,284	–	–	0.18%	85
2025 Q3	$262K	Buy	+1,284	New	+$255K	0.17%	84
2025 Q1	$1.29M	Sell	6,861 -354	-5%	-$67.4K	0.97%	26
2024 Q4	$1.39M	Buy	+7,215	New	+$1.38M	1.04%	24
2024 Q2	$833K	Buy	+4,258	New	+$745K	0.56%	37

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

Members Wealth's IWD Position: Q3 2026 in Review

Members Wealth held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 1,487 shares worth $373K. The position accounts for 0.19% of the portfolio, ranked #80.

Members Wealth first reported a position in IWD in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.39M in Q4 2024. 920 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Members Wealth held 1,487 shares of iShares Russell 1000 Value ETF worth $373K as of Q3 2026.
Members Wealth left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.19% of Members Wealth's portfolio in Q3 2026, its #80 holding.
Members Wealth first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 8 quarters since.
Members Wealth's iShares Russell 1000 Value ETF position peaked at $1.39M in Q4 2024.
920 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.