Sage Private Wealth Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sage Private Wealth Group’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	$226K	Hold	913	–	–	0.08%	125
2026 Q2	$221K	Buy	+913	New	+$213K	0.1%	96
2022 Q4	–	Sell	-285	Closed	-$39K	–	119
2022 Q3	$39K	Hold	285	–	–	0.05%	89
2022 Q2	$41K	Hold	285	–	–	0.06%	88
2022 Q1	$47K	Hold	285	–	–	0.05%	89
2021 Q4	$47K	Hold	285	–	–	0.06%	89
2021 Q3	$45K	Hold	285	–	–	0.06%	85
2021 Q2	$45K	Hold	285	–	–	0.06%	87
2021 Q1	$43K	Hold	285	–	–	0.07%	88
2020 Q4	$39K	Buy	+285	New	+$36.6K	0.11%	75

Other funds holding IWD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Sage Private Wealth Group's IWD Position: Q3 2026 in Review

Sage Private Wealth Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 913 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #125.

Sage Private Wealth Group first reported a position in IWD in Q4 2020 and has held it in 10 quarters since. 1,450 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Sage Private Wealth Group held 913 shares of iShares Russell 1000 Value ETF worth $226K as of Q3 2026.
Sage Private Wealth Group left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.08% of Sage Private Wealth Group's portfolio in Q3 2026, its #125 holding.
Sage Private Wealth Group first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 10 quarters since.
1,450 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Sage Private Wealth Group's 13F filing for Q3 2026, filed 21 Oct 2026.