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

Paladin 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 		$12.7M Buy
51,101
+11
+0% +$2.78K 7.8% 4
2026
Q2 		$12.4M Sell
51,090
-1,030
-2% -$240K 8.19% 4
2026
Q1 		$11.1M Buy
52,120
+9,950
+24% +$2.18M 8.03% 4
2025
Q4 		$8.87M Buy
+42,170
New +$8.71M 6.61% 5

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Paladin Partners's IWD Position: Q3 2026 in Review

Paladin Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 0.02% in Q3 2026, buying an estimated $2.78K and bringing the position to 51,101 shares worth $12.7M. The position accounts for 7.8% of the portfolio, ranked #4.

Paladin Partners first reported a position in IWD in Q4 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Paladin Partners held 51,101 shares of iShares Russell 1000 Value ETF worth $12.7M as of Q3 2026.
  • Paladin Partners bought 11 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $2.78K.
  • iShares Russell 1000 Value ETF made up 7.8% of Paladin Partners's portfolio in Q3 2026, its #4 holding.
  • Paladin Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.