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Anchyra Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Anchyra 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 		$3.26M Buy
13,456
+877
+7% +$204K 0.78% 24
2026
Q1 		$2.69M Buy
12,579
+3,493
+38% +$765K 0.82% 21
2025
Q4 		$1.91M Buy
+9,086
New +$1.88M 0.59% 30

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

Anchyra Partners's IWD Position: Q2 2026 in Review

Anchyra Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 7% in Q2 2026, buying an estimated $204K and bringing the position to 13,456 shares worth $3.26M. The position accounts for 0.78% of the portfolio, ranked #24.

Anchyra Partners first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Anchyra Partners held 13,456 shares of iShares Russell 1000 Value ETF worth $3.26M as of Q2 2026.
  • Anchyra Partners bought 877 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $204K.
  • iShares Russell 1000 Value ETF made up 0.78% of Anchyra Partners's portfolio in Q2 2026, its #24 holding.
  • Anchyra Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Anchyra Partners's 13F filing for Q2 2026, filed 23 Jul 2026.