Rose Capital Advisors LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

Rose Capital Advisors LLC’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 Q2	$629K	Buy	+2,594	New	+$604K	0.32%	54

Other funds holding IWD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Rose Capital Advisors LLC's IWD Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 2,594 shares worth $629K. The stake represents 0.32% of the portfolio and ranks #54 among its holdings.

1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Rose Capital Advisors LLC held 2,594 shares of iShares Russell 1000 Value ETF worth $629K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Rose Capital Advisors LLC position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.32% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #54 holding.
1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.