Alteri Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Alteri Wealth’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	$1.29M	Sell	5,338 -17	-0.3%	-$3.96K	0.36%	62
2026 Q1	$1.14M	Sell	5,355 -184	-3%	-$40.3K	0.37%	58
2025 Q4	$1.17M	Buy	5,539 +116	+2%	+$24K	0.38%	59
2025 Q3	$1.1M	Sell	5,423 -1,188	-18%	-$236K	0.38%	61
2025 Q2	$1.28M	Sell	6,611 -1,231	-16%	-$228K	0.5%	40
2025 Q1	$1.48M	Sell	7,842 -408	-5%	-$77.7K	0.65%	31
2024 Q4	$1.53M	Buy	+8,250	New	+$1.58M	0.42%	33

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Alteri Wealth's IWD Position: Q2 2026 in Review

Alteri Wealth reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.32% in Q2 2026, selling an estimated $3.96K and leaving 5,338 shares worth $1.29M. The position accounts for 0.36% of the portfolio, ranked #62.

Alteri Wealth first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q4 2024. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Alteri Wealth held 5,338 shares of iShares Russell 1000 Value ETF worth $1.29M as of Q2 2026.
Alteri Wealth sold 17 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.96K.
iShares Russell 1000 Value ETF made up 0.36% of Alteri Wealth's portfolio in Q2 2026, its #62 holding.
Alteri Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's iShares Russell 1000 Value ETF position peaked at $1.53M in Q4 2024.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.