PA
IWD icon

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

Persium 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 		$309K Hold
1,246
– – 0.16% 60
2026
Q2 		$302K Hold
1,246
– – 0.2% 61
2026
Q1 		$266K Sell
1,246
-23
-2% -$5.04K 0.21% 55
2025
Q4 		$267K Hold
1,269
– – 0.19% 57
2025
Q3 		$258K Hold
1,269
– – 0.19% 58
2025
Q2 		$246K Sell
1,269
-323
-20% -$59.8K 0.2% 55
2025
Q1 		$300K Hold
1,592
– – 0.28% 50
2024
Q4 		$295K Buy
+1,592
New +$305K 0.29% 49

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 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
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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Persium Advisors's IWD Position: Q3 2026 in Review

Persium Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 1,246 shares worth $309K. The position accounts for 0.16% of the portfolio, ranked #60.

Persium Advisors first reported a position in IWD in Q4 2024 and has held it in 8 quarters since. 112 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Persium Advisors held 1,246 shares of iShares Russell 1000 Value ETF worth $309K as of Q3 2026.
  • Persium Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up 0.16% of Persium Advisors's portfolio in Q3 2026, its #60 holding.
  • Persium Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.