AFC
IWD icon

Ares Financial Consulting’s iShares Russell 1000 Value ETF IWD Stock Holding History

Ares Financial Consulting’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 		$166K Buy
684
+3
+0.4% +$699 0.12% 98
2026
Q1 		$146K Buy
681
+2
+0.3% +$438 0.12% 95
2025
Q4 		$143K Buy
+679
New +$140K 0.14% 87

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Ares Financial Consulting's IWD Position: Q2 2026 in Review

Ares Financial Consulting increased its iShares Russell 1000 Value ETF (IWD) stake by 0.44% in Q2 2026, buying an estimated $699 and bringing the position to 684 shares worth $166K. The position accounts for 0.12% of the portfolio, ranked #98.

Ares Financial Consulting first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. 1,202 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Ares Financial Consulting held 684 shares of iShares Russell 1000 Value ETF worth $166K as of Q2 2026.
  • Ares Financial Consulting bought 3 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $699.
  • iShares Russell 1000 Value ETF made up 0.12% of Ares Financial Consulting's portfolio in Q2 2026, its #98 holding.
  • Ares Financial Consulting first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,202 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.