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Alexis Investment Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Alexis Investment Partners’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 		$9.01M Buy
+37,106
New +$8.64M 5.27% 6
2026
Q1 		– Sell
-2,283
Closed -$480K – 71
2025
Q4 		$480K Sell
2,283
-81
-3% -$16.7K 0.18% 42
2025
Q3 		$481K Hold
2,364
– – 0.04% 39
2025
Q2 		$459K Sell
2,364
-1,315
-36% -$244K 0.2% 41
2025
Q1 		$692K Sell
3,679
-1,325
-26% -$252K 0.33% 35
2024
Q4 		$926K Buy
+5,004
New +$960K 0.45% 29

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Alexis Investment Partners's IWD Position: Q2 2026 in Review

Alexis Investment Partners opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 37,106 shares worth $9.01M. The stake represents 5.27% of the portfolio and ranks #6 among its holdings. This is a return to the name: Alexis Investment Partners previously reported a position in IWD as recently as Q4 2025.

Alexis Investment Partners first reported a position in IWD in Q4 2024 and has held it in 6 quarters since. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Alexis Investment Partners held 37,106 shares of iShares Russell 1000 Value ETF worth $9.01M as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Alexis Investment Partners position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 5.27% of Alexis Investment Partners's portfolio in Q2 2026, its #6 holding.
  • Alexis Investment Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Alexis Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.