Pine Grove Financial Group
IWD icon

Pine Grove Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Pine Grove Financial Group’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 		$1.45M Sell
5,845
-360
-6% -$91K 0.14% 76
2026
Q2 		$1.5M Buy
6,205
+1
+0% +$233 0.15% 75
2026
Q1 		$1.33M Buy
6,204
+29
+0.5% +$6.35K 0.15% 69
2025
Q4 		$1.3M Buy
+6,175
New +$1.28M 0.16% 70

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Pine Grove Financial Group's IWD Position: Q3 2026 in Review

Pine Grove Financial Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.8% in Q3 2026, selling an estimated $91K and leaving 5,845 shares worth $1.45M. The position accounts for 0.14% of the portfolio, ranked #76.

Pine Grove Financial Group first reported a position in IWD in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.5M in Q2 2026. 1,035 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Pine Grove Financial Group held 5,845 shares of iShares Russell 1000 Value ETF worth $1.45M as of Q3 2026.
  • Pine Grove Financial Group sold 360 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $91K.
  • iShares Russell 1000 Value ETF made up 0.14% of Pine Grove Financial Group's portfolio in Q3 2026, its #76 holding.
  • Pine Grove Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Pine Grove Financial Group's iShares Russell 1000 Value ETF position peaked at $1.5M in Q2 2026.
  • 1,035 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.