Arvest Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

Arvest Investments’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	$492K	Buy	2,029 +140	+7%	+$32.6K	0.06%	141
2026 Q1	$404K	Sell	1,889 -12,215	-87%	-$2.68M	0.06%	145
2025 Q4	$2.97M	Buy	14,104 +1,172	+9%	+$242K	0.42%	50
2025 Q3	$2.63M	Sell	12,932 -4,103	-24%	-$816K	0.38%	55
2025 Q2	$3.31M	Buy	17,035 +1,250	+8%	+$232K	0.5%	46
2025 Q1	$2.97M	Buy	15,785 +923	+6%	+$176K	0.47%	46
2024 Q4	$2.75M	Buy	14,862 +260	+2%	+$49.9K	0.44%	48
2024 Q3	$2.77M	Buy	14,602 +700	+5%	+$128K	0.42%	51
2024 Q2	$2.43M	Sell	13,902 -14,573	-51%	-$2.55M	0.39%	52
2024 Q1	$5.1M	Sell	28,475 -4,910	-15%	-$831K	0.81%	29
2023 Q4	$5.52M	Buy	+33,385	New	+$5.16M	0.9%	28

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Arvest Investments's IWD Position: Q2 2026 in Review

Arvest Investments increased its iShares Russell 1000 Value ETF (IWD) stake by 7.4% in Q2 2026, buying an estimated $32.6K and bringing the position to 2,029 shares worth $492K. The position accounts for 0.06% of the portfolio, ranked #141.

Arvest Investments first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.52M in Q4 2023. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Arvest Investments held 2,029 shares of iShares Russell 1000 Value ETF worth $492K as of Q2 2026.
Arvest Investments bought 140 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $32.6K.
iShares Russell 1000 Value ETF made up 0.06% of Arvest Investments's portfolio in Q2 2026, its #141 holding.
Arvest Investments first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
Arvest Investments's iShares Russell 1000 Value ETF position peaked at $5.52M in Q4 2023.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.