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 Q3	$437K	Hold	1,761	–	–	0.17%	21
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 $84.4B AUM 20.16% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Altus Wealth Management's IWD Position: Q3 2026 in Review

Altus Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 1,761 shares worth $437K. The position accounts for 0.17% of the portfolio, ranked #21.

Altus Wealth Management first reported a position in IWD in Q4 2023 and has held it in 12 quarters since. 920 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Altus Wealth Management held 1,761 shares of iShares Russell 1000 Value ETF worth $437K as of Q3 2026.
Altus Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.17% of Altus Wealth Management's portfolio in Q3 2026, its #21 holding.
Altus Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 12 quarters since.
920 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Altus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.