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

AlphaCore Capital’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	$1.47M	Buy	6,082 +697	+13%	+$162K	0.03%	375
2026 Q1	$1.15M	Sell	5,385 -939	-15%	-$206K	0.03%	351
2025 Q4	$1.33M	Buy	6,324 +38	+0.6%	+$7.85K	0.03%	344
2025 Q3	$1.28M	Buy	6,286 +2	+0%	+$398	0.04%	257
2025 Q2	$1.22M	Buy	6,284 +4,575	+268%	+$847K	0.05%	228
2025 Q1	$321K	Buy	+1,709	New	+$325K	0.03%	355
2024 Q1	–	Sell	-1,002	Closed	-$166K	–	270
2023 Q4	$166K	Buy	1,002 +653	+187%	+$101K	0.02%	230
2023 Q3	$53.3K	Hold	349	–	–	0.01%	269
2023 Q2	$55.1K	Buy	349 +2	+0.6%	+$306	0.01%	242
2023 Q1	$52.9K	Buy	+347	New	+$53.6K	0.01%	168
2022 Q3	–	Sell	-1,179	Closed	-$171K	–	155
2022 Q2	$171K	Buy	+1,179	New	+$184K	0.08%	75

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

AlphaCore Capital's IWD Position: Q2 2026 in Review

AlphaCore Capital increased its iShares Russell 1000 Value ETF (IWD) stake by 13% in Q2 2026, buying an estimated $162K and bringing the position to 6,082 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #375.

AlphaCore Capital first reported a position in IWD in Q2 2022 and has held it in 11 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

AlphaCore Capital held 6,082 shares of iShares Russell 1000 Value ETF worth $1.47M as of Q2 2026.
AlphaCore Capital bought 697 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $162K.
iShares Russell 1000 Value ETF made up 0.03% of AlphaCore Capital's portfolio in Q2 2026, its #375 holding.
AlphaCore Capital first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 11 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.