Salomon & Ludwin’s iShares Russell 1000 Value ETF IWD Stock Holding History

Salomon & Ludwin’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	$56.8K	Sell	229 -15	-6%	-$3.79K	﹤0.01%	428
2026 Q2	$59.5K	Sell	244 -25	-9%	-$5.82K	﹤0.01%	465
2026 Q1	$58K	Hold	269	–	–	0.01%	415
2025 Q4	$57.7K	Sell	269 -14	-5%	-$2.89K	0.01%	371
2025 Q3	$58K	Sell	283 -14	-5%	-$2.78K	0.01%	350
2025 Q2	$58.3K	Hold	297	–	–	0.01%	250
2025 Q1	$55.9K	Sell	297 -140	-32%	-$26.7K	0.01%	237
2024 Q4	$80.9K	Sell	437 -22	-5%	-$4.22K	0.01%	194
2024 Q3	$87.1K	Hold	459	–	–	0.01%	207
2024 Q2	$80.1K	Hold	459	–	–	0.01%	216
2024 Q1	$82.2K	Hold	459	–	–	0.01%	278
2023 Q4	$69.7K	Hold	459	–	–	0.01%	269
2023 Q3	$69.7K	Buy	+459	New	+$72.8K	0.01%	269
2020 Q2	–	Sell	-474	Closed	-$47K	–	145
2020 Q1	$47K	Hold	474	–	–	0.01%	93
2019 Q4	$65K	Hold	474	–	–	0.01%	97
2019 Q3	$61K	Hold	474	–	–	0.01%	84
2019 Q2	$60K	Hold	474	–	–	0.01%	85
2019 Q1	$59K	Hold	474	–	–	0.01%	82
2018 Q4	$53K	Buy	+474	New	+$56.8K	0.01%	80

Other funds holding IWD

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Salomon & Ludwin's IWD Position: Q3 2026 in Review

Salomon & Ludwin reduced its iShares Russell 1000 Value ETF (IWD) stake by 6.1% in Q3 2026, selling an estimated $3.79K and leaving 229 shares worth $56.8K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Salomon & Ludwin first reported a position in IWD in Q4 2018 and has held it in 19 quarters since. The position peaked at $87.1K in Q3 2024. 1,195 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Salomon & Ludwin held 229 shares of iShares Russell 1000 Value ETF worth $56.8K as of Q3 2026.
Salomon & Ludwin sold 15 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $3.79K.
iShares Russell 1000 Value ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #428 holding.
Salomon & Ludwin first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 19 quarters since.
Salomon & Ludwin's iShares Russell 1000 Value ETF position peaked at $87.1K in Q3 2024.
1,195 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.