Alvarez & Marsal Private Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Alvarez & Marsal Private Wealth Partners’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	$325K	Sell	1,340 -627	-32%	-$146K	0.04%	77
2026 Q1	$420K	Hold	1,967	–	–	0.06%	92
2025 Q4	$414K	Buy	+1,967	New	+$406K	0.08%	57

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

Alvarez & Marsal Private Wealth Partners's IWD Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 32% in Q2 2026, selling an estimated $146K and leaving 1,340 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #77.

Alvarez & Marsal Private Wealth Partners first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $420K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Alvarez & Marsal Private Wealth Partners held 1,340 shares of iShares Russell 1000 Value ETF worth $325K as of Q2 2026.
Alvarez & Marsal Private Wealth Partners sold 627 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $146K.
iShares Russell 1000 Value ETF made up 0.04% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #77 holding.
Alvarez & Marsal Private Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
Alvarez & Marsal Private Wealth Partners's iShares Russell 1000 Value ETF position peaked at $420K in Q1 2026.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.