Tradition Wealth Management
IWD icon

Tradition Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Tradition Wealth Management’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 		$11.8M Sell
47,754
-57
-0.1% -$14.4K 0.71% 32
2026
Q2 		$11.6M Buy
47,811
+1
+0% +$233 0.71% 37
2026
Q1 		$10.2M Buy
47,810
+17
+0% +$3.72K 0.73% 37
2025
Q4 		$10.1M Buy
47,793
+649
+1% +$134K 0.72% 35
2025
Q3 		$9.6M Sell
47,144
-12
-0% -$2.39K 0.71% 35
2025
Q2 		$9.16M Buy
47,156
+2
+0% +$370 0.73% 35
2025
Q1 		$8.87M Buy
47,154
+4
+0% +$762 0.78% 33
2024
Q4 		$8.73M Buy
47,150
+2
+0% +$384 0.77% 35
2024
Q3 		$8.95M Sell
47,148
-29
-0.1% -$5.28K 0.8% 34
2024
Q2 		$8.23M Sell
47,177
-68
-0.1% -$11.9K 0.8% 35
2024
Q1 		$8.46M Sell
47,245
-51,502
-52% -$8.71M 0.86% 31
2023
Q4 		$23.4M Buy
98,747
+65
+0.1% +$10K 2.45% 8
2023
Q3 		$20.8M Sell
98,682
-610
-0.6% -$96.7K 2.48% 8
2023
Q2 		$21.7M Sell
99,292
-484
-0.5% -$74K 2.53% 7
2023
Q1 		$19.9M Sell
99,776
-127
-0.1% -$19.6K 2.48% 7
2022
Q4 		$18.4M Sell
99,903
-1,348
-1% -$202K 2.6% 6
2022
Q3 		$17.7M Buy
101,251
+31
+0% +$4.66K 2.66% 4
2022
Q2 		$18.6M Buy
101,220
+53,070
+110% +$8.3M 2.7% 4
2022
Q1 		$7.99M Sell
48,150
-19
-0% -$3.12K 1.02% 28
2021
Q4 		$8.09M Sell
48,169
-23,653
-33% -$3.88M 1.02% 28
2021
Q3 		$11.2M Buy
71,822
+43,060
+150% +$6.9M 1.6% 13
2021
Q2 		$4.56M Buy
28,762
+23,720
+470% +$3.76M 0.68% 42
2021
Q1 		$764K Hold
5,042
– – 0.13% 123
2020
Q4 		$689K Buy
+5,042
New +$647K 0.13% 117

Other funds holding IWD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return

Tradition Wealth Management's IWD Position: Q3 2026 in Review

Tradition Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.12% in Q3 2026, selling an estimated $14.4K and leaving 47,754 shares worth $11.8M. The position accounts for 0.71% of the portfolio, ranked #32.

Tradition Wealth Management first reported a position in IWD in Q4 2020 and has held it in 24 quarters since. The position peaked at $23.4M in Q4 2023. 1,784 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Tradition Wealth Management held 47,754 shares of iShares Russell 1000 Value ETF worth $11.8M as of Q3 2026.
  • Tradition Wealth Management sold 57 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $14.4K.
  • iShares Russell 1000 Value ETF made up 0.71% of Tradition Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Tradition Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 24 quarters since.
  • Tradition Wealth Management's iShares Russell 1000 Value ETF position peaked at $23.4M in Q4 2023.
  • 1,784 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.