Watchman Group
IWD icon

Watchman Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Watchman Group’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 		$336K Hold
1,357
– – 0.08% 66
2026
Q2 		$329K Sell
1,357
-40
-3% -$9.32K 0.07% 64
2026
Q1 		$298K Sell
1,397
-161
-10% -$35.3K 0.07% 65
2025
Q4 		$328K Hold
1,558
– – 0.08% 67
2025
Q3 		$317K Hold
1,558
– – 0.08% 71
2025
Q2 		$303K Hold
1,558
– – 0.08% 68
2025
Q1 		$293K Sell
1,558
-102
-6% -$19.4K 0.08% 74
2024
Q4 		$307K Hold
1,660
– – 0.08% 69
2024
Q3 		$315K Sell
1,660
-328
-16% -$59.8K 0.08% 69
2024
Q2 		$347K Sell
1,988
-216
-10% -$37.8K 0.11% 67
2024
Q1 		$395K Sell
2,204
-1,248
-36% -$211K 0.12% 64
2023
Q4 		$570K Sell
3,452
-1,094
-24% -$169K 0.19% 60
2023
Q3 		$690K Sell
4,546
-281
-6% -$44.6K 0.29% 49
2023
Q2 		$762K Sell
4,827
-1,410
-23% -$216K 0.38% 43
2023
Q1 		$950K Sell
6,237
-500
-7% -$77.2K 0.5% 42
2022
Q4 		$1.02M Sell
6,737
-1,910
-22% -$286K 0.56% 42
2022
Q3 		$1.18M Sell
8,647
-800
-8% -$120K 0.74% 41
2022
Q2 		$1.37M Hold
9,447
– – 0.84% 44
2022
Q1 		$1.57M Sell
9,447
-160
-2% -$26.3K 0.93% 44
2021
Q4 		$1.61M Sell
9,607
-50
-0.5% -$8.19K 0.85% 48
2021
Q3 		$1.51M Sell
9,657
-510
-5% -$81.8K 0.97% 47
2021
Q2 		$1.61M Sell
10,167
-100
-1% -$15.8K 0.94% 49
2021
Q1 		$1.56M Hold
10,267
– – 0.96% 49
2020
Q4 		$1.4M Sell
10,267
-345
-3% -$44.3K 0.93% 48
2020
Q3 		$1.25M Sell
10,612
-2,698
-20% -$320K 0.93% 49
2020
Q2 		$1.5M Buy
13,310
+11,260
+549% +$1.24M 1.24% 40
2020
Q1 		$203K Buy
+2,050
New +$256K 0.21% 71

Other funds holding IWD

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Watchman Group's IWD Position: Q3 2026 in Review

Watchman Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 1,357 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #66.

Watchman Group first reported a position in IWD in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.61M in Q4 2021. 585 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Watchman Group held 1,357 shares of iShares Russell 1000 Value ETF worth $336K as of Q3 2026.
  • Watchman Group left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up 0.08% of Watchman Group's portfolio in Q3 2026, its #66 holding.
  • Watchman Group first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and has held it in 27 quarters since.
  • Watchman Group's iShares Russell 1000 Value ETF position peaked at $1.61M in Q4 2021.
  • 585 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Watchman Group's 13F filing for Q3 2026, filed 16 Oct 2026.