ZWJ Investment Counsel’s iShares Russell 1000 Value ETF IWD Stock Holding History

ZWJ Investment Counsel’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	$2.25M	Buy	+9,074	New	+$2.29M	0.07%	97
2021 Q2	–	Sell	-2,900	Closed	-$439K	–	171
2021 Q1	$439K	Buy	+2,900	New	+$420K	0.03%	128
2020 Q2	–	Sell	-4,281	Closed	-$425K	–	167
2020 Q1	$425K	Hold	4,281	–	–	0.04%	144
2019 Q4	$584K	Buy	+4,281	New	+$564K	0.04%	139
2019 Q1	–	Sell	-3,076	Closed	-$342K	–	158
2018 Q4	$342K	Buy	+3,076	New	+$369K	0.03%	125
2017 Q2	–	Sell	-3,070	Closed	-$353K	–	305
2017 Q1	$353K	Buy	+3,070	New	+$352K	0.03%	221

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

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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 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

PWM

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

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

ZWJ Investment Counsel's IWD Position: Q3 2026 in Review

ZWJ Investment Counsel opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2026: 9,074 shares worth $2.25M. The stake represents 0.07% of the portfolio and ranks #97 among its holdings. This is a return to the name: ZWJ Investment Counsel previously reported a position in IWD as recently as Q1 2021.

ZWJ Investment Counsel first reported a position in IWD in Q1 2017 and has held it in 6 quarters since. 340 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

ZWJ Investment Counsel held 9,074 shares of iShares Russell 1000 Value ETF worth $2.25M as of Q3 2026.
iShares Russell 1000 Value ETF was a new ZWJ Investment Counsel position in Q3 2026.
iShares Russell 1000 Value ETF made up 0.07% of ZWJ Investment Counsel's portfolio in Q3 2026, its #97 holding.
ZWJ Investment Counsel first reported a position in iShares Russell 1000 Value ETF in Q1 2017 and has held it in 6 quarters since.
340 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on ZWJ Investment Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.