Wealth Quarterback
IWD icon

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

Wealth Quarterback’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 		$275K Buy
+1,110
New +$281K 0.08% 147
2021
Q3 		$61K Sell
386
-212
-35% -$34K 0.04% 206
2021
Q2 		$95K Buy
+598
New +$94.7K 0.06% 175
2020
Q2 		– Sell
-476
Closed -$47.2K – 432
2020
Q1 		$47.2K Sell
476
-55
-10% -$6.86K 0.04% 234
2019
Q4 		$72.5K Buy
+531
New +$70K 0.06% 196

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
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Quarterback's IWD Position: Q3 2026 in Review

Wealth Quarterback opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2026: 1,110 shares worth $275K. The stake represents 0.08% of the portfolio and ranks #147 among its holdings. This is a return to the name: Wealth Quarterback previously reported a position in IWD as recently as Q3 2021.

Wealth Quarterback first reported a position in IWD in Q4 2019 and has held it in 5 quarters since. 671 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Wealth Quarterback held 1,110 shares of iShares Russell 1000 Value ETF worth $275K as of Q3 2026.
  • iShares Russell 1000 Value ETF was a new Wealth Quarterback position in Q3 2026.
  • iShares Russell 1000 Value ETF made up 0.08% of Wealth Quarterback's portfolio in Q3 2026, its #147 holding.
  • Wealth Quarterback first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 5 quarters since.
  • 671 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.