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

Alamar 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 Q1	$1.72M	Hold	8,029	–	–	1.05%	33
2025 Q4	$1.69M	Sell	8,029 -75	-0.9%	-$15.5K	0.93%	37
2025 Q3	$1.65M	Hold	8,104	–	–	0.87%	37
2025 Q2	$1.57M	Hold	8,104	–	–	0.85%	37
2025 Q1	$1.52M	Buy	8,104 +1,631	+25%	+$311K	0.91%	41
2024 Q4	$1.2M	Buy	6,473 +497	+8%	+$95.3K	0.66%	49
2024 Q3	$1.13M	Sell	5,976 -1,022	-15%	-$186K	0.63%	50
2024 Q2	$1.22M	Buy	+6,998	New	+$1.22M	0.74%	48
2023 Q4	$1.49M	Hold	9,014	–	–	1.18%	34
2023 Q3	$1.37M	Sell	9,014 -20	-0.2%	-$3.17K	1.29%	31
2023 Q2	$1.43M	Hold	9,034	–	–	1.05%	43
2023 Q1	$1.38M	Buy	9,034 +1,291	+17%	+$199K	1.14%	42
2022 Q4	$1.17M	Hold	7,743	–	–	1.2%	39
2022 Q3	$1.05M	Hold	7,743	–	–	1.18%	34
2022 Q2	$1.12M	Sell	7,743 -1,030	-12%	-$161K	1.27%	34
2022 Q1	$1.46M	Buy	8,773 +3,266	+59%	+$536K	1.22%	38
2021 Q4	$925K	Buy	5,507 +1,275	+30%	+$209K	0.67%	46
2021 Q3	$662K	Buy	+4,232	New	+$679K	0.51%	49

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Alamar Capital Management's IWD Position: Q1 2026 in Review

Alamar Capital Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 8,029 shares worth $1.72M. The position accounts for 1.05% of the portfolio, ranked #33.

Alamar Capital Management first reported a position in IWD in Q3 2021 and has held it in 18 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Alamar Capital Management held 8,029 shares of iShares Russell 1000 Value ETF worth $1.72M as of Q1 2026.
Alamar Capital Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 1.05% of Alamar Capital Management's portfolio in Q1 2026, its #33 holding.
Alamar Capital Management first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and has held it in 18 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Alamar Capital Management's 13F filing for Q1 2026, filed 13 May 2026.