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BOLTON SECURITIES CORPORATION’s iShares Russell 1000 Value ETF IWD Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$82.3K Buy
332
+149
+81% +$37.7K ﹤0.01% 1180
2026
Q2 		$44.4K Sell
183
-318
-63% -$74.1K ﹤0.01% 1381
2026
Q1 		$107K Buy
+501
New +$110K 0.01% 1000
2025
Q3 		$37.3K Buy
+183
New +$36.4K ﹤0.01% 1219
2025
Q1 		$34.4K Buy
+183
New +$34.9K ﹤0.01% 1145

Other funds holding IWD

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IWD Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares Russell 1000 Value ETF (IWD) stake by 81% in Q3 2026, buying an estimated $37.7K and bringing the position to 332 shares worth $82.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

BOLTON SECURITIES CORPORATION first reported a position in IWD in Q1 2025 and has held it in 5 quarters since. The position peaked at $107K in Q1 2026. 1,552 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 332 shares of iShares Russell 1000 Value ETF worth $82.3K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 149 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $37.7K.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1180 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares Russell 1000 Value ETF position peaked at $107K in Q1 2026.
  • 1,552 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.