RF&L Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
Other funds holding IWD
RF&L Wealth Management's IWD Position: Q1 2026 in Review
RF&L Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.72% in Q1 2026, buying an estimated $14.9K and bringing the position to 9,477 shares worth $2.02M. The position accounts for 1.52% of the portfolio, ranked #17.
RF&L Wealth Management first reported a position in IWD in Q4 2022 and has held it in 14 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.
- RF&L Wealth Management held 9,477 shares of iShares Russell 1000 Value ETF worth $2.02M as of Q1 2026.
- RF&L Wealth Management bought 68 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $14.9K.
- iShares Russell 1000 Value ETF made up 1.52% of RF&L Wealth Management's portfolio in Q1 2026, its #17 holding.
- RF&L Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 14 quarters since.
- 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.
Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.