Armis Advisers’s iShares Russell 1000 Value ETF IWD Stock Holding History

Armis Advisers’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	$1.19M	Buy	4,822 +371	+8%	+$86.4K	0.11%	147
2026 Q1	$1.04M	Buy	4,451 +621	+16%	+$136K	0.1%	151
2025 Q4	$809K	Buy	3,830 +97	+3%	+$20K	0.09%	161
2025 Q3	$762K	Buy	3,733 +1,511	+68%	+$301K	0.07%	154
2025 Q2	$436K	Hold	2,222	–	–	0.03%	304
2025 Q1	$405K	Buy	+2,222	New	+$423K	0.04%	277

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Armis Advisers's IWD Position: Q2 2026 in Review

Armis Advisers increased its iShares Russell 1000 Value ETF (IWD) stake by 8.3% in Q2 2026, buying an estimated $86.4K and bringing the position to 4,822 shares worth $1.19M. The position accounts for 0.11% of the portfolio, ranked #147.

Armis Advisers first reported a position in IWD in Q1 2025 and has held it in 6 quarters since. 445 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Armis Advisers held 4,822 shares of iShares Russell 1000 Value ETF worth $1.19M as of Q2 2026.
Armis Advisers bought 371 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $86.4K.
iShares Russell 1000 Value ETF made up 0.11% of Armis Advisers's portfolio in Q2 2026, its #147 holding.
Armis Advisers first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
445 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.