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

PFW 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	$26.3M	Sell	105,963 -3,941	-4%	-$996K	7.8%	3
2026 Q2	$26.6M	Sell	109,904 -1,111	-1%	-$259K	7.77%	4
2026 Q1	$23.7M	Sell	111,015 -2,934	-3%	-$643K	7.46%	4
2025 Q4	$24M	Buy	113,949 +113	+0.1%	+$23.3K	7.24%	4
2025 Q3	$23.2M	Sell	113,836 -289	-0.3%	-$57.5K	6.85%	4
2025 Q2	$22.2M	Sell	114,125 -3,944	-3%	-$730K	6.82%	4
2025 Q1	$22.2M	Sell	118,069 -2,657	-2%	-$506K	6.97%	4
2024 Q4	$22.4M	Buy	+120,726	New	+$23.2M	6.87%	4
2024 Q2	$21.3M	Sell	122,368 -2,746	-2%	-$480K	6.79%	4
2024 Q1	$22.4M	Sell	125,114 -2,508	-2%	-$424K	6.85%	4
2023 Q4	$21.1M	Buy	127,622 +2,949	+2%	+$455K	6.74%	4
2023 Q3	$18.9M	Buy	124,673 +380	+0.3%	+$60.3K	6.68%	4
2023 Q2	$20M	Buy	+124,293	New	+$19M	6.67%	4
2019 Q3	$23.2M	Buy	+122,073	New	+$15.5M	7.01%	4

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 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

CMA

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

BWCS

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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

PWM

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

PFW Advisors's IWD Position: Q3 2026 in Review

PFW Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.6% in Q3 2026, selling an estimated $996K and leaving 105,963 shares worth $26.3M. The position accounts for 7.8% of the portfolio, ranked #3.

PFW Advisors first reported a position in IWD in Q3 2019 and has held it in 14 quarters since. The position peaked at $26.6M in Q2 2026. 429 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

PFW Advisors held 105,963 shares of iShares Russell 1000 Value ETF worth $26.3M as of Q3 2026.
PFW Advisors sold 3,941 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $996K.
iShares Russell 1000 Value ETF made up 7.8% of PFW Advisors's portfolio in Q3 2026, its #3 holding.
PFW Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's iShares Russell 1000 Value ETF position peaked at $26.6M in Q2 2026.
429 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

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