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 Q2	$1.35M	Sell	5,579 -2,450	-31%	-$571K	0.68%	40
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Alamar Capital Management's IWD Position: Q2 2026 in Review

Alamar Capital Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 31% in Q2 2026, selling an estimated $571K and leaving 5,579 shares worth $1.35M. The position accounts for 0.68% of the portfolio, ranked #40.

Alamar Capital Management first reported a position in IWD in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.72M in Q1 2026. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Alamar Capital Management held 5,579 shares of iShares Russell 1000 Value ETF worth $1.35M as of Q2 2026.
Alamar Capital Management sold 2,450 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $571K.
iShares Russell 1000 Value ETF made up 0.68% of Alamar Capital Management's portfolio in Q2 2026, its #40 holding.
Alamar Capital Management first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and has held it in 19 quarters since.
Alamar Capital Management's iShares Russell 1000 Value ETF position peaked at $1.72M in Q1 2026.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Alamar Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.