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

VestGen 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	$19.1M	Sell	77,151 -57	-0.1%	-$14.4K	0.59%	23
2026 Q2	$18.7M	Sell	77,208 -98	-0.1%	-$22.8K	0.55%	33
2026 Q1	$18.1M	Sell	77,306 -713	-0.9%	-$156K	0.48%	36
2025 Q4	$16.4M	Sell	78,019 -13,286	-15%	-$2.74M	0.7%	28
2025 Q3	$18.6M	Sell	91,305 -1,049	-1%	-$209K	0.62%	33
2025 Q2	$17.9M	Sell	92,354 -1,652	-2%	-$306K	0.72%	31
2025 Q1	$17.7M	Buy	+94,006	New	+$17.9M	0.8%	26

Other funds holding IWD

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

VestGen Advisors's IWD Position: Q3 2026 in Review

VestGen Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.07% in Q3 2026, selling an estimated $14.4K and leaving 77,151 shares worth $19.1M. The position accounts for 0.59% of the portfolio, ranked #23.

VestGen Advisors first reported a position in IWD in Q1 2025 and has held it in 7 quarters since. 1,643 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

VestGen Advisors held 77,151 shares of iShares Russell 1000 Value ETF worth $19.1M as of Q3 2026.
VestGen Advisors sold 57 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $14.4K.
iShares Russell 1000 Value ETF made up 0.59% of VestGen Advisors's portfolio in Q3 2026, its #23 holding.
VestGen Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 7 quarters since.
1,643 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.