Toth Financial Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

Toth Financial Advisory’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	$4.96K	Hold	20	–	–	﹤0.01%	671
2026 Q2	$4.85K	Hold	20	–	–	﹤0.01%	662
2026 Q1	$4.27K	Hold	20	–	–	﹤0.01%	656
2025 Q4	$4.21K	Hold	20	–	–	﹤0.01%	651
2025 Q3	$4.07K	Hold	20	–	–	﹤0.01%	635
2025 Q2	$3.88K	Hold	20	–	–	﹤0.01%	578
2025 Q1	$3.76K	Hold	20	–	–	﹤0.01%	545
2024 Q4	$3.7K	Hold	20	–	–	﹤0.01%	536
2024 Q3	$3.8K	Hold	20	–	–	﹤0.01%	541
2024 Q2	$3.49K	Hold	20	–	–	﹤0.01%	553
2024 Q1	$3.58K	Hold	20	–	–	﹤0.01%	553
2023 Q4	$3.31K	Hold	20	–	–	﹤0.01%	568
2023 Q3	$3.04K	Hold	20	–	–	﹤0.01%	594
2023 Q2	$3.16K	Hold	20	–	–	﹤0.01%	592
2023 Q1	$3.05K	Hold	20	–	–	﹤0.01%	602
2022 Q4	$3.03K	Hold	20	–	–	﹤0.01%	548
2022 Q3	$3K	Hold	20	–	–	﹤0.01%	601
2022 Q2	$3K	Hold	20	–	–	﹤0.01%	561
2022 Q1	$3K	Sell	20 -57	-74%	-$9.36K	﹤0.01%	591
2021 Q4	$13K	Buy	77 +57	+285%	+$9.34K	﹤0.01%	459
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	610
2021 Q2	$3K	Hold	20	–	–	﹤0.01%	552
2021 Q1	$3K	Hold	20	–	–	﹤0.01%	555
2020 Q4	$3K	Hold	20	–	–	﹤0.01%	499
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	484
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	471
2020 Q1	$2K	Sell	20 -41	-67%	-$5.11K	﹤0.01%	392
2019 Q4	$8K	Hold	61	–	–	﹤0.01%	326
2019 Q3	$8K	Hold	61	–	–	﹤0.01%	327
2019 Q2	$8K	Hold	61	–	–	﹤0.01%	332
2019 Q1	$8K	Hold	61	–	–	﹤0.01%	316
2018 Q4	$7K	Hold	61	–	–	﹤0.01%	303
2018 Q3	$8K	Hold	61	–	–	﹤0.01%	329
2018 Q2	$7K	Hold	61	–	–	﹤0.01%	336
2018 Q1	$7K	Hold	61	–	–	﹤0.01%	339
2017 Q4	$8K	Buy	+61	New	+$7.39K	﹤0.01%	332

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 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

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Toth Financial Advisory's IWD Position: Q3 2026 in Review

Toth Financial Advisory held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 20 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Toth Financial Advisory first reported a position in IWD in Q4 2017 and has held it in 36 quarters since. The position peaked at $13K in Q4 2021. 112 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Toth Financial Advisory held 20 shares of iShares Russell 1000 Value ETF worth $4.96K as of Q3 2026.
Toth Financial Advisory left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #671 holding.
Toth Financial Advisory first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 36 quarters since.
Toth Financial Advisory's iShares Russell 1000 Value ETF position peaked at $13K in Q4 2021.
112 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.