Objective Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Objective Capital Management’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	$427K	Buy	1,724 +620	+56%	+$157K	0.38%	61
2026 Q2	$268K	Buy	+1,104	New	+$257K	0.24%	83
2024 Q4	–	Sell	-6,218	Closed	-$1.18M	–	148
2024 Q3	$1.18M	Buy	+6,218	New	+$1.13M	0.69%	40
2024 Q1	$1.14M	Buy	6,374 +1	+0%	+$169	0.77%	36
2023 Q4	$1.05M	Buy	6,373 +2	+0%	+$309	0.8%	35
2023 Q3	$967K	Hold	6,371	–	–	0.86%	35
2023 Q2	$1.01M	Sell	6,371 -350	-5%	-$53.5K	0.88%	33
2023 Q1	$1.02M	Sell	6,721 -327	-5%	-$50.5K	0.93%	32
2022 Q4	$1.07M	Buy	7,048 +1	+0%	+$150	1.06%	28
2022 Q3	$958K	Buy	7,047 +1	+0%	+$150	1.02%	28
2022 Q2	$1.02M	Sell	7,046 -532	-7%	-$83.2K	1.03%	28
2022 Q1	$1.26M	Hold	7,578	–	–	0.97%	27
2021 Q4	$1.27M	Buy	+7,578	New	+$1.24M	0.9%	29

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Objective Capital Management's IWD Position: Q3 2026 in Review

Objective Capital Management increased its iShares Russell 1000 Value ETF (IWD) stake by 56% in Q3 2026, buying an estimated $157K and bringing the position to 1,724 shares worth $427K. The position accounts for 0.38% of the portfolio, ranked #61.

Objective Capital Management first reported a position in IWD in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.27M in Q4 2021. 457 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Objective Capital Management held 1,724 shares of iShares Russell 1000 Value ETF worth $427K as of Q3 2026.
Objective Capital Management bought 620 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $157K.
iShares Russell 1000 Value ETF made up 0.38% of Objective Capital Management's portfolio in Q3 2026, its #61 holding.
Objective Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 13 quarters since.
Objective Capital Management's iShares Russell 1000 Value ETF position peaked at $1.27M in Q4 2021.
457 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.