Armis Advisers
IWD icon

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
Q3 		$1.29M Buy
5,053
+231
+5% +$58.4K 0.11% 141
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
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Armis Advisers's IWD Position: Q3 2026 in Review

Armis Advisers increased its iShares Russell 1000 Value ETF (IWD) stake by 4.8% in Q3 2026, buying an estimated $58.4K and bringing the position to 5,053 shares worth $1.29M. The position accounts for 0.11% of the portfolio, ranked #141.

Armis Advisers first reported a position in IWD in Q1 2025 and has held it in 7 quarters since. 608 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Armis Advisers held 5,053 shares of iShares Russell 1000 Value ETF worth $1.29M as of Q3 2026.
  • Armis Advisers bought 231 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $58.4K.
  • iShares Russell 1000 Value ETF made up 0.11% of Armis Advisers's portfolio in Q3 2026, its #141 holding.
  • Armis Advisers first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 7 quarters since.
  • 608 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.