ORBA Wealth Advisors
IWD icon

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

ORBA 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 		$529K Buy
2,132
+225
+12% +$56.9K 0.45% 50
2026
Q2 		$462K Buy
1,907
+943
+98% +$220K 0.4% 55
2026
Q1 		$206K Sell
964
-435
-31% -$95.3K 0.25% 65
2025
Q4 		$294K Buy
+1,399
New +$289K 0.26% 63

Other funds holding IWD

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
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 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
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

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

ORBA Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q3 2026, buying an estimated $56.9K and bringing the position to 2,132 shares worth $529K. The position accounts for 0.45% of the portfolio, ranked #50.

ORBA Wealth Advisors first reported a position in IWD in Q4 2025 and has held it in 4 quarters since. 920 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • ORBA Wealth Advisors held 2,132 shares of iShares Russell 1000 Value ETF worth $529K as of Q3 2026.
  • ORBA Wealth Advisors bought 225 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $56.9K.
  • iShares Russell 1000 Value ETF made up 0.45% of ORBA Wealth Advisors's portfolio in Q3 2026, its #50 holding.
  • ORBA Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 920 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.