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Wedmont Private Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wedmont Private Capital’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 		$1.24M Sell
4,906
-599
-11% -$151K 0.03% 331
2026
Q2 		$1.36M Buy
5,505
+1,379
+33% +$321K 0.04% 273
2026
Q1 		$916K Buy
4,126
+2
+0% +$438 0.03% 343
2025
Q4 		$884K Buy
4,124
+2
+0% +$413 0.03% 322
2025
Q3 		$843K Buy
4,122
+2
+0% +$398 0.03% 320
2025
Q2 		$808K Buy
4,120
+35
+0.9% +$6.48K 0.03% 309
2025
Q1 		$719K Buy
4,085
+2
+0% +$381 0.04% 288
2024
Q4 		$750K Buy
4,083
+1,351
+49% +$259K 0.04% 279
2024
Q3 		$515K Sell
2,732
-195
-7% -$35.5K 0.03% 344
2024
Q2 		$523K Buy
2,927
+845
+41% +$148K 0.03% 331
2024
Q1 		$369K Buy
2,082
+329
+19% +$55.7K 0.03% 395
2023
Q4 		$291K Sell
1,753
-201
-10% -$31K 0.02% 435
2023
Q3 		$295K Buy
1,954
+256
+15% +$40.6K 0.03% 387
2023
Q2 		$270K Sell
1,698
-975
-36% -$149K 0.03% 403
2023
Q1 		$409K Hold
2,673
– – 0.05% 257
2022
Q4 		$415K Buy
2,673
+122
+5% +$18.3K 0.06% 248
2022
Q3 		$347K Hold
2,551
– – 0.07% 221
2022
Q2 		$370K Sell
2,551
-200
-7% -$31.3K 0.08% 187
2022
Q1 		$458K Buy
2,751
+36
+1% +$5.91K 0.1% 157
2021
Q4 		$461K Buy
+2,715
New +$445K 0.14% 117

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wedmont Private Capital's IWD Position: Q3 2026 in Review

Wedmont Private Capital reduced its iShares Russell 1000 Value ETF (IWD) stake by 11% in Q3 2026, selling an estimated $151K and leaving 4,906 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #331.

Wedmont Private Capital first reported a position in IWD in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.36M in Q2 2026. 112 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Wedmont Private Capital held 4,906 shares of iShares Russell 1000 Value ETF worth $1.24M as of Q3 2026.
  • Wedmont Private Capital sold 599 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $151K.
  • iShares Russell 1000 Value ETF made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #331 holding.
  • Wedmont Private Capital first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's iShares Russell 1000 Value ETF position peaked at $1.36M in Q2 2026.
  • 112 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.