Tactive Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Tactive 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	$2.08M	Sell	8,392 -633	-7%	-$160K	0.5%	56
2026 Q2	$2.19M	Sell	9,025 -968	-10%	-$225K	0.54%	46
2026 Q1	$2.14M	Buy	9,993 +194	+2%	+$42.5K	0.6%	43
2025 Q4	$2.06M	Sell	9,799 -1,636	-14%	-$338K	0.6%	45
2025 Q3	$2.33M	Buy	11,435 +2,465	+27%	+$490K	0.66%	42
2025 Q2	$1.74M	Buy	+8,970	New	+$1.66M	0.56%	50

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

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

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Tactive Advisors's IWD Position: Q3 2026 in Review

Tactive Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 7% in Q3 2026, selling an estimated $160K and leaving 8,392 shares worth $2.08M. The position accounts for 0.5% of the portfolio, ranked #56.

Tactive Advisors first reported a position in IWD in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.33M in Q3 2025. 219 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Tactive Advisors held 8,392 shares of iShares Russell 1000 Value ETF worth $2.08M as of Q3 2026.
Tactive Advisors sold 633 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $160K.
iShares Russell 1000 Value ETF made up 0.5% of Tactive Advisors's portfolio in Q3 2026, its #56 holding.
Tactive Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 6 quarters since.
Tactive Advisors's iShares Russell 1000 Value ETF position peaked at $2.33M in Q3 2025.
219 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.