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 Q2	$11.2K	Hold	46	–	–	﹤0.01%	841
2026 Q1	$9.88K	Hold	46	–	–	﹤0.01%	800
2025 Q4	$9.69K	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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Physician Wealth Advisors's IWD Position: Q2 2026 in Review

Physician Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 46 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Physician Wealth Advisors first reported a position in IWD in Q4 2020 and has held it in 8 quarters since. The position peaked at $296K in Q4 2020. 552 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Physician Wealth Advisors held 46 shares of iShares Russell 1000 Value ETF worth $11.2K as of Q2 2026.
Physician Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #841 holding.
Physician Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 8 quarters since.
Physician Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $296K in Q4 2020.
552 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.