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IWD icon

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

AlTi Global’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 		$7.63M Sell
31,463
-2,461
-7% -$573K 0.16% 77
2026
Q1 		$7.25M Sell
33,924
-1,298
-4% -$284K 0.16% 71
2025
Q4 		$7.41M Sell
35,222
-1,935
-5% -$400K 0.16% 70
2025
Q3 		$7.56M Buy
37,157
+11,208
+43% +$2.23M 0.18% 72
2025
Q2 		$5.04M Buy
25,949
+16
+0.1% +$2.96K 0.13% 101
2025
Q1 		$4.88M Sell
25,933
-1,234
-5% -$235K 0.13% 92
2024
Q4 		$5.03M Buy
27,167
+634
+2% +$122K 0.12% 97
2024
Q3 		$5.04M Buy
26,533
+25
+0.1% +$4.55K 0.12% 100
2024
Q2 		$4.62M Sell
26,508
-398
-1% -$69.6K 0.12% 90
2024
Q1 		$4.82M Sell
26,906
-14,564
-35% -$2.46M 0.13% 90
2023
Q4 		$6.85M Buy
+41,470
New +$6.4M 0.21% 66

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

AlTi Global's IWD Position: Q2 2026 in Review

AlTi Global reduced its iShares Russell 1000 Value ETF (IWD) stake by 7.3% in Q2 2026, selling an estimated $573K and leaving 31,463 shares worth $7.63M. The position accounts for 0.16% of the portfolio, ranked #77.

AlTi Global first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • AlTi Global held 31,463 shares of iShares Russell 1000 Value ETF worth $7.63M as of Q2 2026.
  • AlTi Global sold 2,461 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $573K.
  • iShares Russell 1000 Value ETF made up 0.16% of AlTi Global's portfolio in Q2 2026, its #77 holding.
  • AlTi Global first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.