Smith Salley Wealth Management
IWD icon

Smith Salley Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Smith Salley Wealth 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 		$507K Sell
2,046
-29
-1% -$7.33K 0.02% 201
2026
Q2 		$503K Buy
2,075
+536
+35% +$125K 0.02% 197
2026
Q1 		$329K Buy
1,539
+14
+0.9% +$3.07K 0.02% 217
2025
Q4 		$321K Buy
1,525
+8
+0.5% +$1.65K 0.02% 218
2025
Q3 		$309K Buy
1,517
+155
+11% +$30.8K 0.02% 218
2025
Q2 		$265K Buy
1,362
+10
+0.7% +$1.85K 0.02% 231
2025
Q1 		$254K Sell
1,352
-124
-8% -$23.6K 0.02% 217
2024
Q4 		$273K Hold
1,476
– – 0.02% 215
2024
Q3 		$280K Sell
1,476
-29
-2% -$5.28K 0.02% 214
2024
Q2 		$263K Sell
1,505
-6
-0.4% -$1.05K 0.02% 204
2024
Q1 		$271K Sell
1,511
-665
-31% -$113K 0.02% 203
2023
Q4 		$360K Buy
2,176
+2
+0.1% +$309 0.02% 199
2023
Q3 		$330K Buy
2,174
+508
+30% +$80.6K 0.02% 191
2023
Q2 		$263K Buy
+1,666
New +$255K 0.02% 208
2022
Q2 		– Sell
-1,287
Closed -$214K – 237
2022
Q1 		$214K Hold
1,287
– – 0.02% 226
2021
Q4 		$216K Sell
1,287
-18
-1% -$2.95K 0.02% 235
2021
Q3 		$204K Hold
1,305
– – 0.02% 239
2021
Q2 		$207K Sell
1,305
-19
-1% -$3.01K 0.02% 238
2021
Q1 		$201K Sell
1,324
-480
-27% -$69.4K 0.02% 226
2020
Q4 		$247K Buy
+1,804
New +$231K 0.03% 199
2018
Q2 		– Sell
-2,212
Closed -$265K – 182
2018
Q1 		$265K Sell
2,212
-85
-4% -$10.6K 0.05% 153
2017
Q4 		$286K Buy
+2,297
New +$278K 0.05% 149

Other funds holding IWD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return

Smith Salley Wealth Management's IWD Position: Q3 2026 in Review

Smith Salley Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.4% in Q3 2026, selling an estimated $7.33K and leaving 2,046 shares worth $507K. The position accounts for 0.02% of the portfolio, ranked #201.

Smith Salley Wealth Management first reported a position in IWD in Q4 2017 and has held it in 22 quarters since. 1,784 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Smith Salley Wealth Management held 2,046 shares of iShares Russell 1000 Value ETF worth $507K as of Q3 2026.
  • Smith Salley Wealth Management sold 29 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $7.33K.
  • iShares Russell 1000 Value ETF made up 0.02% of Smith Salley Wealth Management's portfolio in Q3 2026, its #201 holding.
  • Smith Salley Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 22 quarters since.
  • 1,784 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.