Riverbend Wealth Management
IWD icon

Riverbend Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Riverbend 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 		$439K Buy
1,770
+188
+12% +$47.5K 0.2% 119
2026
Q2 		$384K Buy
1,582
+1
+0.1% +$233 0.19% 123
2026
Q1 		$338K Sell
1,581
-142
-8% -$31.1K 0.19% 119
2025
Q4 		$362K Buy
1,723
+1
+0.1% +$207 0.23% 105
2025
Q3 		$351K Buy
1,722
+1
+0.1% +$199 0.24% 98
2025
Q2 		$334K Buy
1,721
+1
+0.1% +$185 0.25% 98
2025
Q1 		$324K Sell
1,720
-34
-2% -$6.48K 0.29% 91
2024
Q4 		$325K Buy
+1,754
New +$336K 0.29% 87

Other funds holding IWD

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
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Riverbend Wealth Management's IWD Position: Q3 2026 in Review

Riverbend Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q3 2026, buying an estimated $47.5K and bringing the position to 1,770 shares worth $439K. The position accounts for 0.2% of the portfolio, ranked #119.

Riverbend Wealth Management first reported a position in IWD in Q4 2024 and has held it in 8 quarters since. 1,061 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Riverbend Wealth Management held 1,770 shares of iShares Russell 1000 Value ETF worth $439K as of Q3 2026.
  • Riverbend Wealth Management bought 188 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $47.5K.
  • iShares Russell 1000 Value ETF made up 0.2% of Riverbend Wealth Management's portfolio in Q3 2026, its #119 holding.
  • Riverbend Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.