Retireful LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-1,662
Closed -$415K – 99
2026
Q2
$415K Hold
1,662
– – 0.39% 54
2026
Q1
$361K Buy
+1,662
New +$364K 0.51% 59

Other funds holding IWD

Retireful LLC's IWD Position: Q3 2026 in Review

Retireful LLC sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2026, closing a stake of 1,662 shares — an estimated $415K sold.

Retireful LLC first reported a position in IWD in Q1 2026 and held it in 2 quarters. The position peaked at $415K in Q2 2026. 567 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Retireful LLC reported no remaining iShares Russell 1000 Value ETF position as of Q3 2026 after selling out during the quarter.
  • Retireful LLC sold 1,662 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $415K.
  • Retireful LLC first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and held it in 2 quarters.
  • Retireful LLC's iShares Russell 1000 Value ETF position peaked at $415K in Q2 2026.
  • 567 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Retireful LLC's 13F filing for Q3 2026, filed 9 Oct 2026.