Wealth Enhancement Advisory Services
IWD icon

Wealth Enhancement Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wealth Enhancement Advisory Services’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 		$126M Buy
498,898
+4,727
+1% +$1.19M 0.19% 89
2026
Q2 		$122M Sell
494,171
-3,707
-0.7% -$863K 0.2% 89
2026
Q1 		$107M Sell
497,878
-154,149
-24% -$33.8M 0.22% 90
2025
Q4 		$141M Buy
652,027
+1,906
+0.3% +$394K 0.19% 94
2025
Q3 		$133M Sell
650,121
-33,883
-5% -$6.74M 0.2% 96
2025
Q2 		$135M Sell
684,004
-11,964
-2% -$2.22M 0.22% 84
2025
Q1 		$131M Buy
695,968
+24,294
+4% +$4.63M 0.25% 76
2024
Q4 		$124M Buy
671,674
+9,604
+1% +$1.84M 0.24% 80
2024
Q3 		$126M Sell
662,070
-4,851
-0.7% -$884K 0.27% 72
2024
Q2 		$116M Sell
666,921
-83,324
-11% -$14.6M 0.28% 72
2024
Q1 		$134M Sell
750,245
-8,619
-1% -$1.46M 0.35% 58
2023
Q4 		$125M Buy
758,864
+91,567
+14% +$14.1M 0.36% 57
2023
Q3 		$101M Buy
667,297
+629,867
+1,683% +$100M 0.33% 64
2023
Q2 		$5.91M Sell
37,430
-9,567
-20% -$1.46M 0.06% 116
2023
Q1 		$7.16M Sell
46,997
-355,715
-88% -$54.9M 0.08% 110
2022
Q4 		$63.3M Sell
402,712
-15,062
-4% -$2.25M 0.81% 24
2022
Q3 		$58M Buy
417,774
+14,100
+3% +$2.12M 0.83% 25
2022
Q2 		$59.5M Buy
403,674
+20,430
+5% +$3.2M 0.83% 25
2022
Q1 		$63.8M Sell
383,244
-5,568
-1% -$914K 0.86% 25
2021
Q4 		$63.6M Sell
388,812
-14,046
-3% -$2.3M 0.91% 26
2021
Q3 		$66.6M Sell
402,858
-34,625
-8% -$5.55M 0.98% 23
2021
Q2 		$69.4M Buy
437,483
+21,435
+5% +$3.39M 1.12% 20
2021
Q1 		$64.2M Buy
416,048
+409,807
+6,566% +$59.3M 1.17% 19
2020
Q4 		$878K Sell
6,241
-235
-4% -$30.1K 0.02% 178
2020
Q3 		$805K Sell
6,476
-848
-12% -$101K 0.02% 178
2020
Q2 		$868K Buy
7,324
+459
+7% +$50.5K 0.02% 175
2020
Q1 		$757K Buy
6,865
+1,565
+30% +$195K 0.03% 175
2019
Q4 		$723K Buy
5,300
+938
+22% +$124K 0.03% 180
2019
Q3 		$554K Hold
4,362
– – 0.02% 181
2019
Q2 		$567K Buy
4,362
+829
+23% +$104K 0.03% 177
2019
Q1 		$448K Buy
+3,533
New +$425K 0.03% 165

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

Wealth Enhancement Advisory Services's IWD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Russell 1000 Value ETF (IWD) stake by 0.96% in Q3 2026, buying an estimated $1.19M and bringing the position to 498,898 shares worth $126M. The position accounts for 0.19% of the portfolio, ranked #89.

Wealth Enhancement Advisory Services first reported a position in IWD in Q1 2019 and has held it in 31 quarters since. The position peaked at $141M in Q4 2025. 1,269 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Wealth Enhancement Advisory Services held 498,898 shares of iShares Russell 1000 Value ETF worth $126M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 4,727 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $1.19M.
  • iShares Russell 1000 Value ETF made up 0.19% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #89 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 31 quarters since.
  • Wealth Enhancement Advisory Services's iShares Russell 1000 Value ETF position peaked at $141M in Q4 2025.
  • 1,269 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.