Retirement Wealth Solutions
IWD icon

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

Retirement Wealth Solutions’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 		$93.5K Hold
377
– – 0.05% 84
2026
Q2 		$91.4K Buy
377
+39
+12% +$9.08K 0.05% 80
2026
Q1 		$72.2K Buy
+338
New +$74K 0.05% 77
2025
Q1 		– Sell
-337
Closed -$61.9K – 445
2024
Q4 		$61.9K Buy
+337
New +$64.6K 0.05% 74

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

Retirement Wealth Solutions's IWD Position: Q3 2026 in Review

Retirement Wealth Solutions held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 377 shares worth $93.5K. The position accounts for 0.05% of the portfolio, ranked #84.

Retirement Wealth Solutions first reported a position in IWD in Q4 2024 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Retirement Wealth Solutions held 377 shares of iShares Russell 1000 Value ETF worth $93.5K as of Q3 2026.
  • Retirement Wealth Solutions left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up 0.05% of Retirement Wealth Solutions's portfolio in Q3 2026, its #84 holding.
  • Retirement Wealth Solutions first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 4 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.