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

Altus 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	$427K	Hold	1,761	–	–	0.16%	22
2026 Q1	$376K	Hold	1,761	–	–	0.17%	23
2025 Q4	$370K	Hold	1,761	–	–	0.16%	27
2025 Q3	$359K	Hold	1,761	–	–	0.16%	27
2025 Q2	$342K	Hold	1,761	–	–	0.16%	24
2025 Q1	$331K	Hold	1,761	–	–	0.16%	32
2024 Q4	$326K	Hold	1,761	–	–	0.15%	33
2024 Q3	$334K	Hold	1,761	–	–	0.16%	32
2024 Q2	$307K	Hold	1,761	–	–	0.15%	34
2024 Q1	$315K	Hold	1,761	–	–	0.17%	31
2023 Q4	$291K	Buy	+1,761	New	+$272K	0.17%	31

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

Altus Wealth Management's IWD Position: Q2 2026 in Review

Altus Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,761 shares worth $427K. The position accounts for 0.16% of the portfolio, ranked #22.

Altus Wealth Management first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Altus Wealth Management held 1,761 shares of iShares Russell 1000 Value ETF worth $427K as of Q2 2026.
Altus Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.16% of Altus Wealth Management's portfolio in Q2 2026, its #22 holding.
Altus Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Altus Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.