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

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

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. 1,978 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.
1,978 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.