Richards, Merrill & Peterson
IWD icon

Richards, Merrill & Peterson’s iShares Russell 1000 Value ETF IWD Stock Holding History

Richards, Merrill & Peterson’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 		$33.5K Hold
135
– – 0.01% 258
2026
Q2 		$32.7K Hold
135
– – 0.01% 256
2026
Q1 		$28.8K Hold
135
– – 0.01% 248
2025
Q4 		$28.4K Hold
135
– – 0.01% 234
2025
Q3 		$27.5K Hold
135
– – 0.01% 200
2025
Q2 		$26.2K Hold
135
– – 0.01% 188
2025
Q1 		$25.4K Buy
135
+40
+42% +$7.62K 0.01% 323
2024
Q4 		$17.6K Buy
+95
New +$18.2K 0.01% 339

Other funds holding IWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Richards, Merrill & Peterson's IWD Position: Q3 2026 in Review

Richards, Merrill & Peterson held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 135 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #258.

Richards, Merrill & Peterson first reported a position in IWD in Q4 2024 and has held it in 8 quarters since. 1,450 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Richards, Merrill & Peterson held 135 shares of iShares Russell 1000 Value ETF worth $33.5K as of Q3 2026.
  • Richards, Merrill & Peterson left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up 0.01% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #258 holding.
  • Richards, Merrill & Peterson first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,450 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.