USAdvisors Wealth Management
IWD icon

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

USAdvisors 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 		$265K Buy
1,069
+4
+0.4% +$1.01K 0.08% 126
2026
Q2 		$258K Sell
1,065
-165
-13% -$38.4K 0.07% 126
2026
Q1 		$257K Buy
1,230
+5
+0.4% +$1.1K 0.09% 116
2025
Q4 		$257K Buy
1,225
+26
+2% +$5.37K 0.08% 116
2025
Q3 		$244K Buy
1,199
+5
+0.4% +$995 0.08% 115
2025
Q2 		$232K Sell
1,194
-219
-15% -$40.6K 0.09% 115
2025
Q1 		$265K Sell
1,413
-151
-10% -$28.8K 0.09% 109
2024
Q4 		$289K Buy
1,564
+15
+1% +$2.88K 0.09% 107
2024
Q3 		$293K Sell
1,549
-239
-13% -$43.5K 0.1% 99
2024
Q2 		$311K Sell
1,788
-405
-18% -$70.8K 0.11% 99
2024
Q1 		$392K Sell
2,193
-235
-10% -$39.8K 0.15% 96
2023
Q4 		$401K Sell
2,428
-224
-8% -$34.6K 0.17% 89
2023
Q3 		$402K Sell
2,652
-1
-0% -$159 0.18% 85
2023
Q2 		$419K Buy
2,653
+261
+11% +$39.9K 0.2% 79
2023
Q1 		$364K Buy
2,392
+13
+0.5% +$2.01K 0.17% 90
2022
Q4 		$361K Buy
2,379
+27
+1% +$4.04K 0.17% 89
2022
Q3 		$320K Hold
2,352
– – 0.16% 97
2022
Q2 		$341K Sell
2,352
-1
-0% -$156 0.17% 95
2022
Q1 		$391K Buy
2,353
+4
+0.2% +$657 0.17% 92
2021
Q4 		$395K Sell
2,349
-79
-3% -$12.9K 0.16% 88
2021
Q3 		$380K Buy
2,428
+229
+10% +$36.7K 0.16% 85
2021
Q2 		$349K Buy
2,199
+6
+0.3% +$950 0.19% 83
2021
Q1 		$332K Sell
2,193
-293
-12% -$42.4K 0.16% 85
2020
Q4 		$336K Sell
2,486
-15
-0.6% -$1.92K 0.16% 71
2020
Q3 		$295K Buy
2,501
+4
+0.2% +$474 0.05% 60
2020
Q2 		$281K Sell
2,497
-32
-1% -$3.52K 0.15% 61
2020
Q1 		$251K Buy
2,529
+116
+5% +$14.5K 0.16% 61
2019
Q4 		$329K Buy
+2,413
New +$318K 0.17% 67

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

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

USAdvisors Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.38% in Q3 2026, buying an estimated $1.01K and bringing the position to 1,069 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #126.

USAdvisors Wealth Management first reported a position in IWD in Q4 2019 and has held it in 28 quarters since. The position peaked at $419K in Q2 2023. 1,354 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • USAdvisors Wealth Management held 1,069 shares of iShares Russell 1000 Value ETF worth $265K as of Q3 2026.
  • USAdvisors Wealth Management bought 4 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $1.01K.
  • iShares Russell 1000 Value ETF made up 0.08% of USAdvisors Wealth Management's portfolio in Q3 2026, its #126 holding.
  • USAdvisors Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 28 quarters since.
  • USAdvisors Wealth Management's iShares Russell 1000 Value ETF position peaked at $419K in Q2 2023.
  • 1,354 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.