NWF Advisory Services
IWD icon

NWF Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

NWF Advisory Services’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 		$508K Buy
2,049
+252
+14% +$63.7K 0.05% 222
2026
Q2 		$435K Hold
1,797
– – 0.04% 245
2026
Q1 		$384K Sell
1,797
-312
-15% -$68.3K 0.04% 245
2025
Q4 		$443K Sell
2,109
-48
-2% -$9.9K 0.05% 221
2025
Q3 		$439K Sell
2,157
-100
-4% -$19.9K 0.05% 230
2025
Q2 		$438K Buy
2,257
+461
+26% +$85.4K 0.05% 229
2025
Q1 		$338K Buy
1,796
+221
+14% +$42.1K 0.05% 232
2024
Q4 		$291K Sell
1,575
-100
-6% -$19.2K 0.04% 202
2024
Q3 		$318K Sell
1,675
-15
-0.9% -$2.73K 0.05% 233
2024
Q2 		$295K Hold
1,690
– – 0.05% 223
2024
Q1 		$303K Buy
+1,690
New +$286K 0.05% 226

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

NWF Advisory Services's IWD Position: Q3 2026 in Review

NWF Advisory Services increased its iShares Russell 1000 Value ETF (IWD) stake by 14% in Q3 2026, buying an estimated $63.7K and bringing the position to 2,049 shares worth $508K. The position accounts for 0.05% of the portfolio, ranked #222.

NWF Advisory Services first reported a position in IWD in Q1 2024 and has held it in 11 quarters since. 542 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • NWF Advisory Services held 2,049 shares of iShares Russell 1000 Value ETF worth $508K as of Q3 2026.
  • NWF Advisory Services bought 252 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $63.7K.
  • iShares Russell 1000 Value ETF made up 0.05% of NWF Advisory Services's portfolio in Q3 2026, its #222 holding.
  • NWF Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 11 quarters since.
  • 542 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.