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

Alpine Global 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	$589K	Buy	+2,431	New	+$566K	0.1%	103
2025 Q3	–	Sell	-7,853	Closed	-$1.53M	–	262
2025 Q2	$1.53M	Buy	+7,853	New	+$1.45M	0.34%	46
2023 Q3	–	Sell	-1,826	Closed	-$288K	–	194
2023 Q2	$288K	Buy	+1,826	New	+$279K	0.08%	133
2017 Q3	–	Sell	-2,300	Closed	-$268K	–	219
2017 Q2	$268K	Buy	+2,300	New	+$265K	0.08%	91

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

Alpine Global Management's IWD Position: Q2 2026 in Review

Alpine Global Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 2,431 shares worth $589K. The stake represents 0.1% of the portfolio and ranks #103 among its holdings. This is a return to the name: Alpine Global Management previously reported a position in IWD as recently as Q2 2025.

Alpine Global Management first reported a position in IWD in Q2 2017 and has held it in 4 quarters since. The position peaked at $1.53M in Q2 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Alpine Global Management held 2,431 shares of iShares Russell 1000 Value ETF worth $589K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Alpine Global Management position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.1% of Alpine Global Management's portfolio in Q2 2026, its #103 holding.
Alpine Global Management first reported a position in iShares Russell 1000 Value ETF in Q2 2017 and has held it in 4 quarters since.
Alpine Global Management's iShares Russell 1000 Value ETF position peaked at $1.53M in Q2 2025.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Alpine Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.