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

Premier Path 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	$3.74M	Sell	15,082 -23	-0.2%	-$5.81K	0.44%	59
2026 Q2	$3.66M	Sell	15,105 -508	-3%	-$118K	0.42%	56
2026 Q1	$3.34M	Sell	15,613 -5,069	-25%	-$1.11M	0.43%	47
2025 Q4	$4.35M	Buy	20,682 +4,234	+26%	+$875K	0.56%	39
2025 Q3	$3.35M	Sell	16,448 -1,436	-8%	-$286K	0.43%	51
2025 Q2	$3.47M	Sell	17,884 -2,365	-12%	-$438K	0.48%	42
2025 Q1	$3.81M	Sell	20,249 -13,922	-41%	-$2.65M	0.59%	37
2024 Q4	$6.33M	Buy	34,171 +12,900	+61%	+$2.47M	0.96%	25
2024 Q3	$4.04M	Sell	21,271 -520	-2%	-$94.7K	0.64%	35
2024 Q2	$3.8M	Sell	21,791 -1,543	-7%	-$270K	0.65%	35
2024 Q1	$4.17M	Sell	23,334 -12,893	-36%	-$2.18M	0.79%	30
2023 Q4	$5.95M	Buy	+36,227	New	+$5.59M	1.32%	15

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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 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

Premier Path Wealth Partners's IWD Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.15% in Q3 2026, selling an estimated $5.81K and leaving 15,082 shares worth $3.74M. The position accounts for 0.44% of the portfolio, ranked #59.

Premier Path Wealth Partners first reported a position in IWD in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.33M in Q4 2024. 602 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Premier Path Wealth Partners held 15,082 shares of iShares Russell 1000 Value ETF worth $3.74M as of Q3 2026.
Premier Path Wealth Partners sold 23 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $5.81K.
iShares Russell 1000 Value ETF made up 0.44% of Premier Path Wealth Partners's portfolio in Q3 2026, its #59 holding.
Premier Path Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's iShares Russell 1000 Value ETF position peaked at $6.33M in Q4 2024.
602 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.