15 Wealth Advisors LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

15 Wealth Advisors LLC’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	$293K	Buy	+1,182	New	+$299K	0.07%	91

Other funds holding IWD

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

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

MAM

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

SGAM

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

LFWA

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

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

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

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

15 Wealth Advisors LLC's IWD Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2026: 1,182 shares worth $293K. The stake represents 0.07% of the portfolio and ranks #91 among its holdings.

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

15 Wealth Advisors LLC held 1,182 shares of iShares Russell 1000 Value ETF worth $293K as of Q3 2026.
iShares Russell 1000 Value ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
iShares Russell 1000 Value ETF made up 0.07% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #91 holding.
251 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.