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

Physician Wealth 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	$228K	Buy	919 +873	+1,898%	+$221K	0.03%	204
2026 Q2	$11.2K	Hold	46	–	–	﹤0.01%	841
2026 Q1	$9.9K	Hold	46	–	–	﹤0.01%	800
2025 Q4	$9.7K	Hold	46	–	–	﹤0.01%	773
2025 Q3	$9.33K	Hold	46	–	–	﹤0.01%	755
2025 Q2	$8.86K	Buy	46 +1	+2%	+$185	﹤0.01%	665
2025 Q1	$8.55K	Hold	45	–	–	﹤0.01%	635
2024 Q4	$8.38K	Buy	+45	New	+$8.63K	﹤0.01%	653
2021 Q1	–	Sell	-2,053	Closed	-$296K	–	145
2020 Q4	$296K	Buy	+2,053	New	+$263K	0.1%	107

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

Physician Wealth Advisors's IWD Position: Q3 2026 in Review

Physician Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 1,898% in Q3 2026, buying an estimated $221K and bringing the position to 919 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #204.

Physician Wealth Advisors first reported a position in IWD in Q4 2020 and has held it in 9 quarters since. The position peaked at $296K in Q4 2020. 1,784 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Physician Wealth Advisors held 919 shares of iShares Russell 1000 Value ETF worth $228K as of Q3 2026.
Physician Wealth Advisors bought 873 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $221K.
iShares Russell 1000 Value ETF made up 0.03% of Physician Wealth Advisors's portfolio in Q3 2026, its #204 holding.
Physician Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 9 quarters since.
Physician Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $296K in Q4 2020.
1,784 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.