RMG Wealth Management
IWD icon

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

RMG 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 		$75.9K Buy
294
+124
+73% +$31.3K 0.01% 139
2026
Q2 		$43.8K Hold
170
– – ﹤0.01% 178
2026
Q1 		$39.9K Buy
+170
New +$37.2K ﹤0.01% 183
2025
Q4 		– Sell
-170
Closed -$34.8K – 455
2025
Q3 		$34.8K Hold
170
– – ﹤0.01% 160
2025
Q2 		$33.3K Buy
+170
New +$31.5K 0.01% 159

Other funds holding IWD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

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

RMG Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 73% in Q3 2026, buying an estimated $31.3K and bringing the position to 294 shares worth $75.9K. The position accounts for 0.01% of the portfolio, ranked #139.

RMG Wealth Management first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. 1,334 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • RMG Wealth Management held 294 shares of iShares Russell 1000 Value ETF worth $75.9K as of Q3 2026.
  • RMG Wealth Management bought 124 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $31.3K.
  • iShares Russell 1000 Value ETF made up 0.01% of RMG Wealth Management's portfolio in Q3 2026, its #139 holding.
  • RMG Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,334 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.