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Alpine Bank Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Alpine Bank Wealth 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 		$665K Hold
2,745
– – 0.09% 112
2026
Q1 		$587K Hold
2,745
– – 0.09% 106
2025
Q4 		$577K Sell
2,745
-78
-3% -$16.1K 0.08% 99
2025
Q3 		$575K Hold
2,823
– – 0.08% 105
2025
Q2 		$548K Buy
2,823
+50
+2% +$9.26K 0.08% 96
2025
Q1 		$522K Buy
+2,773
New +$528K 0.08% 98
2024
Q3 		$521K Buy
+2,745
New +$500K 0.08% 102

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Alpine Bank Wealth Management's IWD Position: Q2 2026 in Review

Alpine Bank Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,745 shares worth $665K. The position accounts for 0.09% of the portfolio, ranked #112.

Alpine Bank Wealth Management first reported a position in IWD in Q3 2024 and has held it in 7 quarters since. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Alpine Bank Wealth Management held 2,745 shares of iShares Russell 1000 Value ETF worth $665K as of Q2 2026.
  • Alpine Bank Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.09% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Alpine Bank Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.