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McCarley & Cook Financial Planners’s iShares Russell 1000 Value ETF IWD Stock Holding History

McCarley & Cook Financial Planners’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 		$1.65M Sell
6,640
-71
-1% -$17.9K 1.25% 13
2026
Q2 		$1.63M Hold
6,711
– – 1.26% 13
2026
Q1 		$1.43M Hold
6,711
– – 1.24% 14
2025
Q4 		$1.41M Buy
+6,711
New +$1.39M 1.27% 12

Other funds holding IWD

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 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
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

McCarley & Cook Financial Planners's IWD Position: Q3 2026 in Review

McCarley & Cook Financial Planners reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.1% in Q3 2026, selling an estimated $17.9K and leaving 6,640 shares worth $1.65M. The position accounts for 1.25% of the portfolio, ranked #13.

McCarley & Cook Financial Planners first reported a position in IWD in Q4 2025 and has held it in 4 quarters since. 543 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • McCarley & Cook Financial Planners held 6,640 shares of iShares Russell 1000 Value ETF worth $1.65M as of Q3 2026.
  • McCarley & Cook Financial Planners sold 71 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $17.9K.
  • iShares Russell 1000 Value ETF made up 1.25% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #13 holding.
  • McCarley & Cook Financial Planners first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 543 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.