World Equity Group
IWD icon

World Equity Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

World Equity 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 		$477K Sell
1,922
-353
-16% -$89.2K 0.2% 115
2026
Q2 		$552K Buy
2,275
+87
+4% +$20.3K 0.12% 196
2026
Q1 		$468K Buy
2,188
+33
+2% +$7.23K 0.12% 208
2025
Q4 		$453K Sell
2,155
-74
-3% -$15.3K 0.13% 181
2025
Q3 		$454K Buy
2,229
+62
+3% +$12.3K 0.1% 190
2025
Q2 		$421K Buy
2,167
+487
+29% +$90.2K 0.11% 183
2025
Q1 		$316K Sell
1,680
-1,484
-47% -$283K 0.09% 218
2024
Q4 		$586K Buy
3,164
+1,582
+100% +$303K 0.13% 171
2024
Q3 		$300K Buy
1,582
+197
+14% +$35.9K 0.11% 179
2024
Q2 		$242K Buy
1,385
+87
+7% +$15.2K 0.07% 232
2024
Q1 		$232K Sell
1,298
-140
-10% -$23.7K 0.05% 272
2023
Q4 		$238K Hold
1,438
– – 0.05% 291
2023
Q3 		$218K Buy
+1,438
New +$228K 0.05% 309

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
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

World Equity Group's IWD Position: Q3 2026 in Review

World Equity Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 16% in Q3 2026, selling an estimated $89.2K and leaving 1,922 shares worth $477K. The position accounts for 0.2% of the portfolio, ranked #115.

World Equity Group first reported a position in IWD in Q3 2023 and has held it in 13 quarters since. The position peaked at $586K in Q4 2024. 543 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • World Equity Group held 1,922 shares of iShares Russell 1000 Value ETF worth $477K as of Q3 2026.
  • World Equity Group sold 353 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $89.2K.
  • iShares Russell 1000 Value ETF made up 0.2% of World Equity Group's portfolio in Q3 2026, its #115 holding.
  • World Equity Group first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 13 quarters since.
  • World Equity Group's iShares Russell 1000 Value ETF position peaked at $586K in Q4 2024.
  • 543 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.