Rydar Equities’s iShares Russell 1000 Value ETF IWD Stock Holding History

Rydar Equities’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	$10.5K	Buy	+42	New	+$10.6K	0.01%	299

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Rydar Equities's IWD Position: Q3 2026 in Review

Rydar Equities opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2026: 42 shares worth $10.5K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings.

444 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Rydar Equities held 42 shares of iShares Russell 1000 Value ETF worth $10.5K as of Q3 2026.
iShares Russell 1000 Value ETF was a new Rydar Equities position in Q3 2026.
iShares Russell 1000 Value ETF made up 0.01% of Rydar Equities's portfolio in Q3 2026, its #299 holding.
444 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Rydar Equities's 13F filing for Q3 2026, filed 13 Oct 2026.