Retirement Solution’s iShares Russell 1000 Value ETF IWD Stock Holding History

Retirement Solution’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	$362K	Buy	1,460 +298	+26%	+$75.3K	0.08%	34
2026 Q2	$282K	Buy	1,162 +4	+0.3%	+$932	0.13%	42
2026 Q1	$247K	Sell	1,158 -79	-6%	-$17.3K	0.06%	43
2025 Q4	$260K	Buy	1,237 +80	+7%	+$16.5K	0.06%	43
2025 Q3	$236K	Sell	1,157 -2	-0.2%	-$398	0.06%	37
2025 Q2	$225K	Buy	+1,159	New	+$215K	0.06%	35

Other funds holding IWD

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 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

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

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

Retirement Solution's IWD Position: Q3 2026 in Review

Retirement Solution increased its iShares Russell 1000 Value ETF (IWD) stake by 26% in Q3 2026, buying an estimated $75.3K and bringing the position to 1,460 shares worth $362K. The position accounts for 0.08% of the portfolio, ranked #34.

Retirement Solution first reported a position in IWD in Q2 2025 and has held it in 6 quarters since. 920 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Retirement Solution held 1,460 shares of iShares Russell 1000 Value ETF worth $362K as of Q3 2026.
Retirement Solution bought 298 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $75.3K.
iShares Russell 1000 Value ETF made up 0.08% of Retirement Solution's portfolio in Q3 2026, its #34 holding.
Retirement Solution first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 6 quarters since.
920 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.