WD Rutherford’s iShares Russell 1000 Value ETF IWD Stock Holding History

WD Rutherford’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	$510K	Buy	+2,058	New	+$520K	0.19%	65

Other funds holding IWD

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

WD Rutherford's IWD Position: Q3 2026 in Review

WD Rutherford opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2026: 2,058 shares worth $510K. The stake represents 0.19% of the portfolio and ranks #65 among its holdings.

842 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

WD Rutherford held 2,058 shares of iShares Russell 1000 Value ETF worth $510K as of Q3 2026.
iShares Russell 1000 Value ETF was a new WD Rutherford position in Q3 2026.
iShares Russell 1000 Value ETF made up 0.19% of WD Rutherford's portfolio in Q3 2026, its #65 holding.
842 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on WD Rutherford's 13F filing for Q3 2026, filed 26 Oct 2026.