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Atlantic Edge Private Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Atlantic Edge Private Wealth Management’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 		$65.7K Hold
271
– – 0.01% 231
2026
Q1 		$57.9K Hold
271
– – 0.01% 225
2025
Q4 		$57K Hold
271
– – 0.01% 208
2025
Q3 		$55.2K Hold
271
– – 0.01% 212
2025
Q2 		$52.6K Sell
271
-55
-17% -$10.2K 0.01% 212
2025
Q1 		$61.3K Hold
326
– – 0.02% 184
2024
Q4 		$60.4K Buy
326
+271
+493% +$52K 0.02% 189
2024
Q3 		$10.4K Hold
55
– – ﹤0.01% 335
2024
Q2 		$9.6K Sell
55
-73
-57% -$12.8K ﹤0.01% 320
2024
Q1 		$22.9K Hold
128
– – 0.01% 240
2023
Q4 		$21.2K Buy
+128
New +$19.8K 0.01% 232

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Atlantic Edge Private Wealth Management's IWD Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 271 shares worth $65.7K. The position accounts for 0.01% of the portfolio, ranked #231.

Atlantic Edge Private Wealth Management first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 866 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 271 shares of iShares Russell 1000 Value ETF worth $65.7K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #231 holding.
  • Atlantic Edge Private Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.