Stone Summit Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Stone Summit Wealth’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	$269K	Hold	1,086	–	–	0.07%	124
2026 Q2	$263K	Hold	1,086	–	–	0.07%	133
2026 Q1	$232K	Hold	1,086	–	–	0.06%	138
2025 Q4	$228K	Hold	1,086	–	–	0.06%	138
2025 Q3	$221K	Sell	1,086 -91	-8%	-$18.1K	0.06%	139
2025 Q2	$229K	Sell	1,177 -282	-19%	-$52.2K	0.07%	135
2025 Q1	$275K	Sell	1,459 -321	-18%	-$61.1K	0.09%	125
2024 Q4	$330K	Sell	1,780 -23	-1%	-$4.41K	0.11%	116
2024 Q3	$342K	Sell	1,803 -24	-1%	-$4.37K	0.11%	118
2024 Q2	$319K	Hold	1,827	–	–	0.11%	119
2024 Q1	$327K	Hold	1,827	–	–	0.11%	120
2023 Q4	$302K	Hold	1,827	–	–	0.12%	123
2023 Q3	$277K	Hold	1,827	–	–	0.12%	123
2023 Q2	$288K	Buy	+1,827	New	+$279K	0.12%	121
2022 Q2	–	Sell	-1,265	Closed	-$211K	–	132
2022 Q1	$211K	Sell	1,265 -470	-27%	-$77.2K	0.12%	124
2021 Q4	$290K	Buy	+1,735	New	+$284K	0.24%	97

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

Stone Summit Wealth's IWD Position: Q3 2026 in Review

Stone Summit Wealth held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 1,086 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #124.

Stone Summit Wealth first reported a position in IWD in Q4 2021 and has held it in 16 quarters since. The position peaked at $342K in Q3 2024. 462 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Stone Summit Wealth held 1,086 shares of iShares Russell 1000 Value ETF worth $269K as of Q3 2026.
Stone Summit Wealth left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.07% of Stone Summit Wealth's portfolio in Q3 2026, its #124 holding.
Stone Summit Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 16 quarters since.
Stone Summit Wealth's iShares Russell 1000 Value ETF position peaked at $342K in Q3 2024.
462 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.