Parkshore Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Parkshore Wealth 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	$478K	Sell	1,927 -56	-3%	-$14.2K	0.12%	46
2026 Q2	$481K	Sell	1,983 -513	-21%	-$119K	0.14%	48
2026 Q1	$533K	Sell	2,496 -286	-10%	-$62.6K	0.18%	45
2025 Q4	$585K	Buy	2,782 +13	+0.5%	+$2.68K	0.22%	40
2025 Q3	$564K	Sell	2,769 -2,970	-52%	-$591K	0.23%	41
2025 Q2	$1.11M	Sell	5,739 -131	-2%	-$24.3K	0.54%	30
2025 Q1	$1.1M	Buy	5,870 +13	+0.2%	+$2.48K	0.64%	26
2024 Q4	$1.08M	Buy	+5,857	New	+$1.12M	0.65%	28

Other funds holding IWD

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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

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

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

Parkshore Wealth Management's IWD Position: Q3 2026 in Review

Parkshore Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.8% in Q3 2026, selling an estimated $14.2K and leaving 1,927 shares worth $478K. The position accounts for 0.12% of the portfolio, ranked #46.

Parkshore Wealth Management first reported a position in IWD in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q2 2025. 556 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Parkshore Wealth Management held 1,927 shares of iShares Russell 1000 Value ETF worth $478K as of Q3 2026.
Parkshore Wealth Management sold 56 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $14.2K.
iShares Russell 1000 Value ETF made up 0.12% of Parkshore Wealth Management's portfolio in Q3 2026, its #46 holding.
Parkshore Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's iShares Russell 1000 Value ETF position peaked at $1.11M in Q2 2025.
556 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.