Proathlete Wealth Management
IWD icon

Proathlete Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Proathlete Wealth Management’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 		$39.6M Buy
159,629
+12,586
+9% +$3.18M 8.67% 3
2026
Q2 		$35.7M Sell
147,043
-6,523
-4% -$1.52M 8.82% 3
2026
Q1 		$32.9M Buy
153,566
+5,665
+4% +$1.24M 9.13% 3
2025
Q4 		$31.2M Buy
147,901
+7,683
+5% +$1.59M 8.51% 3
2025
Q3 		$28.5M Buy
140,218
+7,604
+6% +$1.51M 8.22% 3
2025
Q2 		$25.8M Buy
132,614
+62,412
+89% +$11.6M 8.2% 3
2025
Q1 		$13.2M Buy
70,202
+6,309
+10% +$1.2M 4.82% 5
2024
Q4 		$11.8M Buy
63,893
+8,325
+15% +$1.6M 4.45% 6
2024
Q3 		$10.5M Buy
55,568
+5,840
+12% +$1.06M 4.35% 7
2024
Q2 		$8.68M Buy
49,728
+5,866
+13% +$1.03M 4.11% 7
2024
Q1 		$7.86M Buy
43,862
+7,011
+19% +$1.19M 4.18% 7
2023
Q4 		$6.09M Buy
+36,851
New +$5.69M 3.6% 7

Other funds holding IWD

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 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
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Proathlete Wealth Management's IWD Position: Q3 2026 in Review

Proathlete Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 8.6% in Q3 2026, buying an estimated $3.18M and bringing the position to 159,629 shares worth $39.6M. The position accounts for 8.67% of the portfolio, ranked #3.

Proathlete Wealth Management first reported a position in IWD in Q4 2023 and has held it in 12 quarters since. 663 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Proathlete Wealth Management held 159,629 shares of iShares Russell 1000 Value ETF worth $39.6M as of Q3 2026.
  • Proathlete Wealth Management bought 12,586 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $3.18M.
  • iShares Russell 1000 Value ETF made up 8.67% of Proathlete Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Proathlete Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Proathlete Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.