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 Q3	$593K	Sell	2,390 -34	-1%	-$8.6K	0.34%	66
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 9.53% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atala Financial's IWD Position: Q3 2026 in Review

Atala Financial reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.4% in Q3 2026, selling an estimated $8.6K and leaving 2,390 shares worth $593K. The position accounts for 0.34% of the portfolio, ranked #66.

Atala Financial first reported a position in IWD in Q4 2024 and has held it in 8 quarters since. 663 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Atala Financial held 2,390 shares of iShares Russell 1000 Value ETF worth $593K as of Q3 2026.
Atala Financial sold 34 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $8.6K.
iShares Russell 1000 Value ETF made up 0.34% of Atala Financial's portfolio in Q3 2026, its #66 holding.
Atala Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 8 quarters since.
663 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.