Robinson Value Management
IWD icon

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

Robinson Value 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 		$1.19M Buy
4,818
+39
+0.8% +$9.9K 0.65% 52
2026
Q2 		$1.16M Hold
4,779
– – 0.62% 53
2026
Q1 		$1.02M Buy
4,779
+192
+4% +$42K 0.57% 54
2025
Q4 		$965K Buy
4,587
+394
+9% +$81.4K 0.52% 55
2025
Q3 		$854K Buy
4,193
+453
+12% +$90.1K 0.5% 52
2025
Q2 		$726K Buy
3,740
+69
+2% +$12.8K 0.46% 49
2025
Q1 		$691K Buy
3,671
+149
+4% +$28.4K 0.45% 50
2024
Q4 		$652K Sell
3,522
-397
-10% -$76.2K 0.43% 51
2024
Q3 		$744K Sell
3,919
-185
-5% -$33.7K 0.48% 49
2024
Q2 		$716K Buy
4,104
+406
+11% +$71K 0.5% 47
2024
Q1 		$662K Sell
3,698
-217
-6% -$36.7K 0.44% 47
2023
Q4 		$647K Buy
3,915
+6
+0.2% +$927 0.43% 47
2023
Q3 		$593K Sell
3,909
-61
-2% -$9.7K 0.44% 48
2023
Q2 		$627K Buy
3,970
+461
+13% +$70.5K 0.45% 45
2023
Q1 		$534K Hold
3,509
– – 0.41% 49
2022
Q4 		$532K Sell
3,509
-657
-16% -$98.3K 0.46% 52
2022
Q3 		$567K Sell
4,166
-704
-14% -$106K 0.57% 46
2022
Q2 		$706K Buy
4,870
+200
+4% +$31.3K 0.65% 39
2022
Q1 		$775K Buy
4,670
+302
+7% +$49.6K 0.6% 42
2021
Q4 		$734K Buy
4,368
+608
+16% +$100K 0.6% 42
2021
Q3 		$588K Buy
+3,760
New +$603K 0.52% 43

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
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Robinson Value Management's IWD Position: Q3 2026 in Review

Robinson Value Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.82% in Q3 2026, buying an estimated $9.9K and bringing the position to 4,818 shares worth $1.19M. The position accounts for 0.65% of the portfolio, ranked #52.

Robinson Value Management first reported a position in IWD in Q3 2021 and has held it in 21 quarters since. 663 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Robinson Value Management held 4,818 shares of iShares Russell 1000 Value ETF worth $1.19M as of Q3 2026.
  • Robinson Value Management bought 39 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $9.9K.
  • iShares Russell 1000 Value ETF made up 0.65% of Robinson Value Management's portfolio in Q3 2026, its #52 holding.
  • Robinson Value Management first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and has held it in 21 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Robinson Value Management's 13F filing for Q3 2026, filed 20 Oct 2026.