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IWD icon

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

TrueWealth 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 		$786K Buy
3,170
+35
+1% +$8.85K 0.18% 111
2026
Q2 		$760K Sell
3,135
-64
-2% -$14.9K 0.17% 114
2026
Q1 		$683K Sell
3,199
-11
-0.3% -$2.41K 0.17% 110
2025
Q4 		$675K Buy
3,210
+2
+0.1% +$413 0.17% 106
2025
Q3 		$653K Sell
3,208
-6
-0.2% -$1.19K 0.18% 110
2025
Q2 		$624K Sell
3,214
-29
-0.9% -$5.37K 0.18% 97
2025
Q1 		$610K Buy
3,243
+112
+4% +$21.3K 0.2% 90
2024
Q4 		$580K Sell
3,131
-18
-0.6% -$3.45K 0.19% 97
2024
Q3 		$598K Sell
3,149
-6
-0.2% -$1.09K 0.2% 93
2024
Q2 		$550K Buy
3,155
+2
+0.1% +$350 0.2% 89
2024
Q1 		$565K Buy
3,153
+2
+0.1% +$338 0.22% 84
2023
Q4 		$521K Buy
3,151
+5
+0.2% +$772 0.2% 84
2023
Q3 		$478K Hold
3,146
– – 0.2% 88
2023
Q2 		$496K Buy
3,146
+2
+0.1% +$306 0.2% 84
2023
Q1 		$479K Buy
3,144
+3
+0.1% +$463 0.2% 85
2022
Q4 		$476K Buy
3,141
+18
+0.6% +$2.69K 0.21% 86
2022
Q3 		$425K Hold
3,123
– – 0.2% 85
2022
Q2 		$453K Buy
3,123
+77
+3% +$12K 0.21% 88
2022
Q1 		$511K Hold
3,046
– – 0.23% 90
2021
Q4 		$511K Buy
3,046
+433
+17% +$70.9K 0.23% 90
2021
Q3 		$409K Hold
2,613
– – 0.23% 82
2021
Q2 		$414K Hold
2,613
– – 0.24% 76
2021
Q1 		$404K Buy
2,613
+20
+0.8% +$2.89K 0.26% 72
2020
Q4 		$365K Buy
+2,593
New +$333K 0.31% 60

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

TrueWealth Advisors's IWD Position: Q3 2026 in Review

TrueWealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 1.1% in Q3 2026, buying an estimated $8.85K and bringing the position to 3,170 shares worth $786K. The position accounts for 0.18% of the portfolio, ranked #111.

TrueWealth Advisors first reported a position in IWD in Q4 2020 and has held it in 24 quarters since. 1,784 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • TrueWealth Advisors held 3,170 shares of iShares Russell 1000 Value ETF worth $786K as of Q3 2026.
  • TrueWealth Advisors bought 35 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $8.85K.
  • iShares Russell 1000 Value ETF made up 0.18% of TrueWealth Advisors's portfolio in Q3 2026, its #111 holding.
  • TrueWealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,784 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.