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

Weaver Consulting 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	$212K	Hold	856	–	–	0.04%	290
2026 Q2	$208K	Buy	+856	New	+$199K	0.04%	283
2020 Q4	–	Sell	-557	Closed	-$66K	–	509
2020 Q3	$66K	Hold	557	–	–	0.04%	227
2020 Q2	$63K	Sell	557 -2,800	-83%	-$308K	0.04%	228
2020 Q1	$333K	Sell	3,357 -2,415	-42%	-$301K	0.22%	71
2019 Q4	$740K	Buy	5,772 +130	+2%	+$17.1K	0.4%	47
2019 Q3	$733K	Buy	5,642 +3,240	+135%	+$412K	0.39%	46
2019 Q2	$306K	Hold	2,402	–	–	0.17%	74
2019 Q1	$301K	Buy	+2,402	New	+$289K	0.08%	165

Other funds holding IWD

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

PWM

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

Weaver Consulting Group's IWD Position: Q3 2026 in Review

Weaver Consulting Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 856 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #290.

Weaver Consulting Group first reported a position in IWD in Q1 2019 and has held it in 9 quarters since. The position peaked at $740K in Q4 2019. 418 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Weaver Consulting Group held 856 shares of iShares Russell 1000 Value ETF worth $212K as of Q3 2026.
Weaver Consulting Group left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.04% of Weaver Consulting Group's portfolio in Q3 2026, its #290 holding.
Weaver Consulting Group first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 9 quarters since.
Weaver Consulting Group's iShares Russell 1000 Value ETF position peaked at $740K in Q4 2019.
418 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.