Stanich Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Stanich 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	$807K	Sell	3,254 -101	-3%	-$25.5K	0.39%	29
2026 Q2	$813K	Sell	3,355 -193	-5%	-$45K	0.51%	22
2026 Q1	$758K	Buy	3,548 +6	+0.2%	+$1.31K	0.58%	21
2025 Q4	$745K	Buy	3,542 +1	+0%	+$207	0.56%	21
2025 Q3	$721K	Sell	3,541 -222	-6%	-$44.2K	0.44%	27
2025 Q2	$740K	Sell	3,763 -847	-18%	-$157K	0.66%	19
2025 Q1	$867K	Sell	4,610 -1	-0%	-$190	0.64%	21
2024 Q4	$854K	Buy	+4,611	New	+$884K	0.64%	22

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

Stanich Group's IWD Position: Q3 2026 in Review

Stanich Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 3% in Q3 2026, selling an estimated $25.5K and leaving 3,254 shares worth $807K. The position accounts for 0.39% of the portfolio, ranked #29.

Stanich Group first reported a position in IWD in Q4 2024 and has held it in 8 quarters since. The position peaked at $867K in Q1 2025. 443 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Stanich Group held 3,254 shares of iShares Russell 1000 Value ETF worth $807K as of Q3 2026.
Stanich Group sold 101 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $25.5K.
iShares Russell 1000 Value ETF made up 0.39% of Stanich Group's portfolio in Q3 2026, its #29 holding.
Stanich Group first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 8 quarters since.
Stanich Group's iShares Russell 1000 Value ETF position peaked at $867K in Q1 2025.
443 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.