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Summit Wealth Group, LLC/OK’s iShares Russell 1000 Value ETF IWD Stock Holding History

Summit Wealth Group, LLC/OK’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 		$1.28M Sell
5,172
-2,012
-28% -$509K 2.17% 17
2026
Q2 		$1.74M Hold
7,184
– – 2.26% 17
2026
Q1 		$1.54M Sell
7,184
-624
-8% -$137K 2.14% 17
2025
Q4 		$1.64M Buy
+7,808
New +$1.61M 1.69% 16

Other funds holding IWD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
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
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Summit Wealth Group, LLC/OK's IWD Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its iShares Russell 1000 Value ETF (IWD) stake by 28% in Q3 2026, selling an estimated $509K and leaving 5,172 shares worth $1.28M. The position accounts for 2.17% of the portfolio, ranked #17.

Summit Wealth Group, LLC/OK first reported a position in IWD in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.74M in Q2 2026. 1,363 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 5,172 shares of iShares Russell 1000 Value ETF worth $1.28M as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 2,012 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $509K.
  • iShares Russell 1000 Value ETF made up 2.17% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #17 holding.
  • Summit Wealth Group, LLC/OK first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's iShares Russell 1000 Value ETF position peaked at $1.74M in Q2 2026.
  • 1,363 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.