YANKCOM Partnership’s iShares Russell 1000 Value ETF IWD Stock Holding History

YANKCOM Partnership’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	$1.31M	Buy	5,290 +32	+0.6%	+$8.09K	0.46%	47
2026 Q2	$1.27M	Hold	5,258	–	–	0.46%	50
2026 Q1	$1.12M	Hold	5,258	–	–	0.46%	58
2025 Q4	$1.11M	Buy	5,258 +9	+0.2%	+$1.86K	0.47%	54
2025 Q3	$1.07M	Hold	5,249	–	–	0.48%	53
2025 Q2	$1.02M	Hold	5,249	–	–	0.5%	51
2025 Q1	$988K	Hold	5,249	–	–	0.54%	52
2024 Q4	$972K	Buy	+5,249	New	+$1.01M	0.52%	50

Other funds holding IWD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

YANKCOM Partnership's IWD Position: Q3 2026 in Review

YANKCOM Partnership increased its iShares Russell 1000 Value ETF (IWD) stake by 0.61% in Q3 2026, buying an estimated $8.09K and bringing the position to 5,290 shares worth $1.31M. The position accounts for 0.46% of the portfolio, ranked #47.

YANKCOM Partnership first reported a position in IWD in Q4 2024 and has held it in 8 quarters since. 1,450 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

YANKCOM Partnership held 5,290 shares of iShares Russell 1000 Value ETF worth $1.31M as of Q3 2026.
YANKCOM Partnership bought 32 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $8.09K.
iShares Russell 1000 Value ETF made up 0.46% of YANKCOM Partnership's portfolio in Q3 2026, its #47 holding.
YANKCOM Partnership first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 8 quarters since.
1,450 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.