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

Obermeyer Wealth Partners’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	$463K	Hold	1,867	–	–	0.02%	184
2026 Q2	$453K	Sell	1,867 -1,099	-37%	-$256K	0.02%	181
2026 Q1	$634K	Hold	2,966	–	–	0.03%	150
2025 Q4	$624K	Hold	2,966	–	–	0.03%	150
2025 Q3	$604K	Hold	2,966	–	–	0.03%	144
2025 Q2	$576K	Hold	2,966	–	–	0.03%	146
2025 Q1	$558K	Buy	2,966 +160	+6%	+$30.5K	0.03%	138
2024 Q4	$519K	Sell	2,806 -260	-8%	-$49.9K	0.03%	145
2024 Q3	$582K	Sell	3,066 -330	-10%	-$60.1K	0.03%	140
2024 Q2	$592K	Sell	3,396 -40	-1%	-$6.99K	0.03%	134
2024 Q1	$615K	Sell	3,436 -97	-3%	-$16.4K	0.04%	126
2023 Q4	$584K	Hold	3,533	–	–	0.04%	103
2023 Q3	$536K	Sell	3,533 -159	-4%	-$25.2K	0.04%	106
2023 Q2	$583K	Hold	3,692	–	–	0.04%	108
2023 Q1	$562K	Hold	3,692	–	–	0.04%	105
2022 Q4	$560K	Buy	3,692 +650	+21%	+$97.3K	0.04%	107
2022 Q3	$414K	Buy	+3,042	New	+$457K	0.03%	123

Other funds holding IWD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return

Obermeyer Wealth Partners's IWD Position: Q3 2026 in Review

Obermeyer Wealth Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 1,867 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #184.

Obermeyer Wealth Partners first reported a position in IWD in Q3 2022 and has held it in 17 quarters since. The position peaked at $634K in Q1 2026. 1,784 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Obermeyer Wealth Partners held 1,867 shares of iShares Russell 1000 Value ETF worth $463K as of Q3 2026.
Obermeyer Wealth Partners left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #184 holding.
Obermeyer Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and has held it in 17 quarters since.
Obermeyer Wealth Partners's iShares Russell 1000 Value ETF position peaked at $634K in Q1 2026.
1,784 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.