Absolute Capital Management
IWD icon

Absolute Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Absolute Capital Management’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 		– Sell
-836
Closed -$203K – 175
2026
Q2 		$203K Buy
+836
New +$195K 0.05% 162
2022
Q4 		– Sell
-310
Closed -$42.9K – 293
2022
Q3 		$42.9K Buy
+310
New +$46.6K 0.06% 98
2022
Q1 		– Sell
-260
Closed -$43.7K – 270
2021
Q4 		$43.7K Buy
+260
New +$42.6K 0.04% 113

Other funds holding IWD

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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
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Absolute Capital Management's IWD Position: Q3 2026 in Review

Absolute Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2026, closing a stake of 836 shares — an estimated $203K sold.

Absolute Capital Management first reported a position in IWD in Q4 2021 and held it in 3 quarters. The position peaked at $203K in Q2 2026. 1,450 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Absolute Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2026 after selling out during the quarter.
  • Absolute Capital Management sold 836 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $203K.
  • Absolute Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 3 quarters.
  • Absolute Capital Management's iShares Russell 1000 Value ETF position peaked at $203K in Q2 2026.
  • 1,450 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Absolute Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.