SGCA
IWD icon

Steel Grove Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Steel Grove Capital Advisors’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 		– Sell
-2,945
Closed -$714K – 241
2026
Q2 		$714K Hold
2,945
– – 0.07% 128
2026
Q1 		$629K Sell
2,945
-17,850
-86% -$3.91M 0.07% 127
2025
Q4 		$4.37M Buy
+20,795
New +$4.3M 0.45% 25
2025
Q1 		– Sell
-5,025
Closed -$930K – 181
2024
Q4 		$930K Buy
+5,025
New +$964K 0.13% 84
2022
Q2 		– Sell
-2,902
Closed -$482K – 148
2022
Q1 		$482K Sell
2,902
-62,561
-96% -$10.3M 0.08% 96
2021
Q4 		$11M Buy
+65,463
New +$10.7M 2.17% 9
2021
Q1 		– Sell
-24,488
Closed -$3.35M – 141
2020
Q4 		$3.35M Buy
+24,488
New +$3.14M 1.09% 15
2019
Q1 		– Sell
-21,628
Closed -$2.4M – 190
2018
Q4 		$2.4M Buy
+21,628
New +$2.59M 0.34% 85
2014
Q2 		– Sell
-7,985
Closed -$771K – 141
2014
Q1 		$771K Sell
7,985
-4,695
-37% -$440K 0.19% 73
2013
Q4 		$1.19M Buy
12,680
+2,701
+27% +$245K 0.3% 70
2013
Q3 		$860K Buy
9,979
+1,680
+20% +$146K 0.24% 78
2013
Q2 		$695K Buy
+8,299
New +$691K 0.22% 76

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SGAM
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
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Steel Grove Capital Advisors's IWD Position: Q3 2026 in Review

Steel Grove Capital Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2026, closing a stake of 2,945 shares — an estimated $714K sold.

Steel Grove Capital Advisors first reported a position in IWD in Q2 2013 and held it in 12 quarters. The position peaked at $11M in Q4 2021. 306 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Steel Grove Capital Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q3 2026 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 2,945 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $714K.
  • Steel Grove Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and held it in 12 quarters.
  • Steel Grove Capital Advisors's iShares Russell 1000 Value ETF position peaked at $11M in Q4 2021.
  • 306 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.