Polaris Financial Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Polaris Financial Partners’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	$76K	Buy	+303	New	+$76.6K	0.03%	150

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Polaris Financial Partners's IWD Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2026: 303 shares worth $76K. The stake represents 0.03% of the portfolio and ranks #150 among its holdings.

15 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Polaris Financial Partners held 303 shares of iShares Russell 1000 Value ETF worth $76K as of Q3 2026.
iShares Russell 1000 Value ETF was a new Polaris Financial Partners position in Q3 2026.
iShares Russell 1000 Value ETF made up 0.03% of Polaris Financial Partners's portfolio in Q3 2026, its #150 holding.
15 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.