Strategic Blueprint
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Strategic Blueprint’s iShares Russell 1000 Value ETF IWD Stock Holding History

Strategic Blueprint’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 		$1.47M Sell
5,909
-145
-2% -$36.7K 0.07% 241
2026
Q2 		$1.47M Buy
6,054
+470
+8% +$109K 0.07% 251
2026
Q1 		$1.19M Sell
5,584
-2,135
-28% -$468K 0.07% 254
2025
Q4 		$1.62M Sell
7,719
-832
-10% -$172K 0.1% 207
2025
Q3 		$1.74M Buy
8,551
+411
+5% +$81.8K 0.08% 227
2025
Q2 		$1.58M Buy
8,140
+2,458
+43% +$455K 0.08% 225
2025
Q1 		$1.07M Sell
5,682
-127
-2% -$24.2K 0.06% 278
2024
Q4 		$1.08M Sell
5,809
-482
-8% -$92.5K 0.06% 252
2024
Q3 		$1.19M Buy
6,291
+3
+0% +$547 0.07% 225
2024
Q2 		$1.1M Sell
6,288
-29
-0.5% -$5.07K 0.07% 227
2024
Q1 		$1.13M Buy
6,317
+273
+5% +$46.2K 0.08% 228
2023
Q4 		$999K Sell
6,044
-162
-3% -$25K 0.08% 227
2023
Q3 		$942K Sell
6,206
-204
-3% -$32.4K 0.09% 217
2023
Q2 		$1.01M Sell
6,410
-1,092
-15% -$167K 0.1% 199
2023
Q1 		$1.14M Buy
7,502
+1,897
+34% +$293K 0.12% 170
2022
Q4 		$850K Sell
5,605
-801
-13% -$120K 0.1% 217
2022
Q3 		$871K Sell
6,406
-429
-6% -$64.5K 0.1% 201
2022
Q2 		$991K Sell
6,835
-68
-1% -$10.6K 0.12% 177
2022
Q1 		$1.15M Sell
6,903
-846
-11% -$139K 0.13% 160
2021
Q4 		$1.3M Buy
7,749
+308
+4% +$50.5K 0.16% 139
2021
Q3 		$1.16M Sell
7,441
-584
-7% -$93.6K 0.18% 122
2021
Q2 		$1.27M Buy
8,025
+525
+7% +$83.1K 0.2% 103
2021
Q1 		$1.14M Buy
7,500
+770
+11% +$111K 0.24% 95
2020
Q4 		$920K Buy
+6,730
New +$863K 0.23% 95
2019
Q4 		– Sell
-586
Closed -$75K – 262
2019
Q3 		$75K Buy
+586
New +$74.5K 0.06% 124

Other funds holding IWD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Strategic Blueprint's IWD Position: Q3 2026 in Review

Strategic Blueprint reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.4% in Q3 2026, selling an estimated $36.7K and leaving 5,909 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #241.

Strategic Blueprint first reported a position in IWD in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.74M in Q3 2025. 1,269 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Strategic Blueprint held 5,909 shares of iShares Russell 1000 Value ETF worth $1.47M as of Q3 2026.
  • Strategic Blueprint sold 145 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $36.7K.
  • iShares Russell 1000 Value ETF made up 0.07% of Strategic Blueprint's portfolio in Q3 2026, its #241 holding.
  • Strategic Blueprint first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and has held it in 25 quarters since.
  • Strategic Blueprint's iShares Russell 1000 Value ETF position peaked at $1.74M in Q3 2025.
  • 1,269 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.