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

Atala Financial’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	$588K	Hold	2,424	–	–	0.36%	67
2026 Q1	$522K	Hold	2,424	–	–	0.35%	66
2025 Q4	$510K	Buy	2,424 +100	+4%	+$20.7K	0.33%	67
2025 Q3	$473K	Hold	2,324	–	–	0.3%	64
2025 Q2	$451K	Hold	2,324	–	–	0.31%	70
2025 Q1	$437K	Sell	2,324 -353	-13%	-$67.2K	0.32%	71
2024 Q4	$496K	Buy	+2,677	New	+$513K	0.35%	65

Other funds holding IWD

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

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

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 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

Atala Financial's IWD Position: Q2 2026 in Review

Atala Financial held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,424 shares worth $588K. The position accounts for 0.36% of the portfolio, ranked #67.

Atala Financial first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Atala Financial held 2,424 shares of iShares Russell 1000 Value ETF worth $588K as of Q2 2026.
Atala Financial left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.36% of Atala Financial's portfolio in Q2 2026, its #67 holding.
Atala Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.