Opal Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Opal Wealth Advisors’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	$414K	Hold	1,669	–	–	0.09%	123
2026 Q2	$405K	Sell	1,669 -1,436	-46%	-$334K	0.09%	129
2026 Q1	$663K	Sell	3,105 -1,312	-30%	-$287K	0.15%	75
2025 Q4	$929K	Buy	+4,417	New	+$912K	0.24%	54
2025 Q3	–	Sell	-223	Closed	-$43.3K	–	368
2025 Q2	$43.3K	Buy	+223	New	+$41.3K	0.01%	396
2025 Q1	–	Sell	-5,075	Closed	-$940K	–	535
2024 Q4	$940K	Buy	+5,075	New	+$973K	0.28%	48
2024 Q3	–	Sell	-161	Closed	-$28.1K	–	685
2024 Q2	$28.1K	Buy	+161	New	+$28.2K	0.01%	435
2024 Q1	–	Sell	-3,558	Closed	-$588K	–	353
2023 Q4	$588K	Buy	+3,558	New	+$549K	0.23%	67

Other funds holding IWD

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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Opal Wealth Advisors's IWD Position: Q3 2026 in Review

Opal Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 1,669 shares worth $414K. The position accounts for 0.09% of the portfolio, ranked #123.

Opal Wealth Advisors first reported a position in IWD in Q4 2023 and has held it in 8 quarters since. The position peaked at $940K in Q4 2024. 1,450 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Opal Wealth Advisors held 1,669 shares of iShares Russell 1000 Value ETF worth $414K as of Q3 2026.
Opal Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.09% of Opal Wealth Advisors's portfolio in Q3 2026, its #123 holding.
Opal Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 8 quarters since.
Opal Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $940K in Q4 2024.
1,450 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.