Precedent Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Precedent Wealth 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	$4.01M	Buy	16,191 +774	+5%	+$196K	0.62%	50
2026 Q2	$3.74M	Buy	15,417 +2,239	+17%	+$522K	0.62%	51
2026 Q1	$2.82M	Buy	13,178 +29	+0.2%	+$6.35K	0.56%	56
2025 Q4	$2.77M	Buy	13,149 +13	+0.1%	+$2.68K	0.58%	55
2025 Q3	$2.67M	Sell	13,136 -68	-0.5%	-$13.5K	0.59%	52
2025 Q2	$2.56M	Hold	13,204	–	–	0.63%	49
2025 Q1	$2.48M	Sell	13,204 -201	-1%	-$38.3K	0.69%	44
2024 Q4	$2.48M	Hold	13,405	–	–	0.81%	34
2024 Q3	$2.54M	Buy	13,405 +27	+0.2%	+$4.92K	0.84%	34
2024 Q2	$2.33M	Hold	13,378	–	–	0.94%	27
2024 Q1	$2.4M	Hold	13,378	–	–	1.03%	21
2023 Q4	$2.21M	Buy	+13,378	New	+$2.07M	1.12%	14

Other funds holding IWD

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Precedent Wealth Partners's IWD Position: Q3 2026 in Review

Precedent Wealth Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 5% in Q3 2026, buying an estimated $196K and bringing the position to 16,191 shares worth $4.01M. The position accounts for 0.62% of the portfolio, ranked #50.

Precedent Wealth Partners first reported a position in IWD in Q4 2023 and has held it in 12 quarters since. 587 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Precedent Wealth Partners held 16,191 shares of iShares Russell 1000 Value ETF worth $4.01M as of Q3 2026.
Precedent Wealth Partners bought 774 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $196K.
iShares Russell 1000 Value ETF made up 0.62% of Precedent Wealth Partners's portfolio in Q3 2026, its #50 holding.
Precedent Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 12 quarters since.
587 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.