RTD Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

RTD Financial Advisors’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 Q2	$19.2M	Sell	79,264 -1,237	-2%	-$288K	2.1%	13
2026 Q1	$17.2M	Sell	80,501 -1,437	-2%	-$315K	2.11%	14
2025 Q4	$17.2M	Sell	81,938 -1,639	-2%	-$339K	2.1%	14
2025 Q3	$17M	Buy	83,577 +3,779	+5%	+$752K	2.04%	13
2025 Q2	$15.5M	Sell	79,798 -7,420	-9%	-$1.37M	1.98%	14
2025 Q1	$16.4M	Buy	87,218 +4,071	+5%	+$775K	2.21%	12
2024 Q4	$15.4M	Buy	83,147 +367	+0.4%	+$70.4K	1.97%	12
2024 Q3	$15.7M	Buy	82,780 +3,484	+4%	+$635K	1.99%	13
2024 Q2	$13.8M	Buy	79,296 +232	+0.3%	+$40.6K	1.86%	14
2024 Q1	$14.2M	Buy	79,064 +2,177	+3%	+$368K	1.9%	14
2023 Q4	$12.7M	Buy	76,887 +623	+0.8%	+$96.2K	1.78%	14
2023 Q3	$11.6M	Sell	76,264 -1,506	-2%	-$239K	1.77%	15
2023 Q2	$12.3M	Buy	77,770 +2,136	+3%	+$327K	1.78%	14
2023 Q1	$11.5M	Buy	75,634 +1,866	+3%	+$288K	1.78%	15
2022 Q4	$11.2M	Sell	73,768 -664	-0.9%	-$99.4K	1.82%	14
2022 Q3	$10.1M	Sell	74,432 -5,064	-6%	-$761K	1.86%	13
2022 Q2	$11.5M	Sell	79,496 -6,742	-8%	-$1.05M	1.77%	16
2022 Q1	$14.3M	Buy	86,238 +16	+0%	+$2.63K	1.93%	13
2021 Q4	$14.5M	Buy	+86,222	New	+$14.1M	1.9%	13

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return