PIMG
IWD icon

Patriot Investment Management Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Patriot Investment Management Group’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 		$284K Hold
1,146
– – 0.02% 208
2026
Q2 		$278K Hold
1,146
– – 0.02% 211
2026
Q1 		$245K Hold
1,146
– – 0.02% 218
2025
Q4 		$241K Hold
1,146
– – 0.02% 221
2025
Q3 		$233K Sell
1,146
-27
-2% -$5.37K 0.02% 228
2025
Q2 		$228K Hold
1,173
– – 0.02% 226
2025
Q1 		$221K Hold
1,173
– – 0.02% 217
2024
Q4 		$217K Hold
1,173
– – 0.02% 221
2024
Q3 		$223K Hold
1,173
– – 0.02% 228
2024
Q2 		$205K Hold
1,173
– – 0.02% 236
2024
Q1 		$210K Buy
+1,173
New +$198K 0.02% 235
2023
Q1 		– Sell
-773
Closed -$123K – 319
2022
Q4 		$123K Buy
+773
New +$116K 0.01% 266
2020
Q3 		– Sell
-773
Closed -$87.1K – 423
2020
Q2 		$87.1K Buy
+773
New +$85K 0.01% 279

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

Patriot Investment Management Group's IWD Position: Q3 2026 in Review

Patriot Investment Management Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 1,146 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #208.

Patriot Investment Management Group first reported a position in IWD in Q2 2020 and has held it in 13 quarters since. 343 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Patriot Investment Management Group held 1,146 shares of iShares Russell 1000 Value ETF worth $284K as of Q3 2026.
  • Patriot Investment Management Group left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up 0.02% of Patriot Investment Management Group's portfolio in Q3 2026, its #208 holding.
  • Patriot Investment Management Group first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and has held it in 13 quarters since.
  • 343 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Patriot Investment Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.