Phillip James Consulting’s iShares Russell 1000 Value ETF IWD Stock Holding History

Phillip James Consulting’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	$1.28M	Buy	+5,146	New	+$1.3M	0.86%	28

Other funds holding IWD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return

Phillip James Consulting's IWD Position: Q3 2026 in Review

Phillip James Consulting opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2026: 5,146 shares worth $1.28M. The stake represents 0.86% of the portfolio and ranks #28 among its holdings.

1,784 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Phillip James Consulting held 5,146 shares of iShares Russell 1000 Value ETF worth $1.28M as of Q3 2026.
iShares Russell 1000 Value ETF was a new Phillip James Consulting position in Q3 2026.
iShares Russell 1000 Value ETF made up 0.86% of Phillip James Consulting's portfolio in Q3 2026, its #28 holding.
1,784 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.