RF&L Wealth Management
IWD icon

RF&L Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

RF&L Wealth Management’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 		$2.37M Buy
9,575
+120
+1% +$30.3K 1.6% 17
2026
Q2 		$2.29M Sell
9,455
-22
-0.2% -$5.12K 1.55% 16
2026
Q1 		$2.02M Buy
9,477
+68
+0.7% +$14.9K 1.52% 17
2025
Q4 		$1.98M Buy
9,409
+232
+3% +$47.9K 1.11% 26
2025
Q3 		$1.87M Buy
9,177
+606
+7% +$121K 1.1% 27
2025
Q2 		$1.66M Sell
8,571
-134
-2% -$24.8K 1.07% 27
2025
Q1 		$1.64M Buy
8,705
+125
+1% +$23.8K 1.17% 26
2024
Q4 		$1.59M Buy
8,580
+198
+2% +$38K 1.12% 26
2024
Q3 		$1.59M Buy
8,382
+295
+4% +$53.7K 1.13% 25
2024
Q2 		$1.41M Buy
8,087
+355
+5% +$62.1K 1.07% 26
2024
Q1 		$1.38M Buy
7,732
+687
+10% +$116K 1.07% 24
2023
Q4 		$1.16M Sell
7,045
-240
-3% -$37.1K 0.97% 25
2023
Q3 		$1.11M Buy
7,285
+448
+7% +$71.1K 1.03% 23
2023
Q2 		$1.08M Sell
6,837
-67
-1% -$10.2K 0.99% 25
2023
Q1 		$1.05M Buy
6,904
+477
+7% +$73.7K 1.02% 26
2022
Q4 		$975K Buy
+6,427
New +$962K 1% 25

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
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

RF&L Wealth Management's IWD Position: Q3 2026 in Review

RF&L Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 1.3% in Q3 2026, buying an estimated $30.3K and bringing the position to 9,575 shares worth $2.37M. The position accounts for 1.6% of the portfolio, ranked #17.

RF&L Wealth Management first reported a position in IWD in Q4 2022 and has held it in 16 quarters since. 511 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • RF&L Wealth Management held 9,575 shares of iShares Russell 1000 Value ETF worth $2.37M as of Q3 2026.
  • RF&L Wealth Management bought 120 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $30.3K.
  • iShares Russell 1000 Value ETF made up 1.6% of RF&L Wealth Management's portfolio in Q3 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 16 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on RF&L Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.