Anchyra Partners
IWD icon

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
Q3 		$3.74M Buy
15,095
+1,639
+12% +$414K 0.78% 21
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Anchyra Partners's IWD Position: Q3 2026 in Review

Anchyra Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q3 2026, buying an estimated $414K and bringing the position to 15,095 shares worth $3.74M. The position accounts for 0.78% of the portfolio, ranked #21.

Anchyra Partners first reported a position in IWD in Q4 2025 and has held it in 4 quarters since. 1,450 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Anchyra Partners held 15,095 shares of iShares Russell 1000 Value ETF worth $3.74M as of Q3 2026.
  • Anchyra Partners bought 1,639 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $414K.
  • iShares Russell 1000 Value ETF made up 0.78% of Anchyra Partners's portfolio in Q3 2026, its #21 holding.
  • Anchyra Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,450 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Anchyra Partners's 13F filing for Q3 2026, filed 13 Oct 2026.