Finley Financial, LLC IWD — ISHARES RUSSELL 1000 VALUE ETF

Ownership history in Finley Financial, LLC  ·  6 quarters on record

AI Ownership Summary

Finley Financial, LLC reported ISHARES RUSSELL 1000 VALUE ETF (IWD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 3.73% in 2024 Q4. The latest visible filing shows IWD at 3.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Finley Financial, LLC's position in ISHARES RUSSELL 1000 VALUE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IWD was reported at 3.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.73% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWD stock page Finley Financial, LLC fund profile Finley Financial, LLC full holdings
How Finley Financial, LLC held IWD — position size vs. price
% of Fund (quarterly)    IWD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 35,291 -590 -1.6% 3.53% $7.5M 2026-04-23 $227.49
2025 Q4 REDUCED — — — 35,881 -100 -0.3% 3.46% $7.5M 2026-01-21 $218.30
2025 Q3 REDUCED — — — 35,981 -350 -1.0% 3.39% $7.3M 2025-10-23 $203.33
2025 Q2 ADDED — — — 36,331 +324 +0.9% 3.55% $7.1M 2025-07-09 $193.71
2025 Q1 REDUCED 5.0% +3.7% ❌ 36,007 -1,905 -5.0% 3.65% $6.6M 2025-05-13 $185.35
2024 Q4 INITIATED — — — 37,912 — — 3.73% $7.2M 2025-01-17 $187.36

🏢 Other funds also holding IWD

As of 2026 Q1 — sorted by position size

LWM ADVISORS INC 23.22% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 19.27% NESTEGG ADVISORS, INC. 14.88% Stairway Partners, LLC 3Y 7Y 14.74% Sylvest Advisors, LLC 13.89% Marquette Asset Management, LLC 3Y 7Y 12.57% Corundum Group, Inc. 3Y 7Y 11.84% Oakworth Capital, Inc. 3Y 7Y 9.76% SMI Advisory Services, LLC 3Y 9.63% WEST BANCORPORATION INC 3Y 7.8%

FAQ About Finley Financial, LLC and IWD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Finley Financial, LLC reported owning IWD?

Finley Financial, LLC reported IWD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IWD position in Finley Financial, LLC's portfolio?

The largest reported portfolio weight for IWD was 3.73% in 2024 Q4.

What is the latest reported IWD position on this page?

The most recent filing on this page is 2026 Q1, when Finley Financial, LLC reported 35,291 shares, equal to 3.53% of portfolio, with an estimated market value of $7.5M.

What does the chart on this IWD ownership page compare?

The chart compares Finley Financial, LLC's quarterly IWD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Finley Financial, LLC time their IWD position?

Based on 13F filing dates vs. subsequent IWD price moves, Finley Financial, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on IWD relative to SPY over the holding period was +0.4%.

← Back to Finley Financial, LLC Holdings