MYeCFO
IWD icon

MYeCFO’s iShares Russell 1000 Value ETF IWD Stock Holding History

MYeCFO’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 		$2.04M Hold
8,215
– – 0.76% 24
2026
Q2 		$1.99M Hold
8,215
– – 0.75% 25
2026
Q1 		$1.76M Sell
8,215
-100
-1% -$21.9K 0.73% 25
2025
Q4 		$1.75M Sell
8,315
-160
-2% -$33K 0.74% 25
2025
Q3 		$1.73M Sell
8,475
-363
-4% -$72.2K 0.78% 26
2025
Q2 		$1.72M Sell
8,838
-310
-3% -$57.4K 0.84% 24
2025
Q1 		$1.72M Hold
9,148
– – 0.91% 22
2024
Q4 		$1.69M Sell
9,148
-470
-5% -$90.2K 0.91% 22
2024
Q3 		$1.83M Buy
9,618
+6
+0.1% +$1.09K 0.99% 22
2024
Q2 		$1.68M Sell
9,612
-140
-1% -$24.5K 0.97% 22
2024
Q1 		$1.75M Sell
9,752
-965
-9% -$163K 1.02% 21
2023
Q4 		$1.76M Buy
10,717
+696
+7% +$107K 1.11% 20
2023
Q3 		$1.52M Buy
10,021
+5,493
+121% +$871K 1.06% 21
2023
Q2 		$715K Buy
4,528
+480
+12% +$73.4K 0.52% 28
2023
Q1 		$616K Buy
4,048
+100
+3% +$15.4K 0.46% 30
2022
Q4 		$599K Buy
+3,948
New +$591K 0.49% 29

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

MYeCFO's IWD Position: Q3 2026 in Review

MYeCFO held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 8,215 shares worth $2.04M. The position accounts for 0.76% of the portfolio, ranked #24.

MYeCFO first reported a position in IWD in Q4 2022 and has held it in 16 quarters since. 965 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • MYeCFO held 8,215 shares of iShares Russell 1000 Value ETF worth $2.04M as of Q3 2026.
  • MYeCFO left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up 0.76% of MYeCFO's portfolio in Q3 2026, its #24 holding.
  • MYeCFO first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 16 quarters since.
  • 965 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.