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

Atlantic Private Wealth’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	$88.2K	Hold	364	–	–	0.05%	85
2026 Q1	$77.8K	Hold	364	–	–	0.05%	102
2025 Q4	$76.6K	Hold	364	–	–	0.05%	97
2025 Q3	$74.1K	Hold	364	–	–	0.05%	87
2025 Q2	$70.7K	Buy	364 +63	+21%	+$11.7K	0.05%	91
2025 Q1	$56.6K	Hold	301	–	–	0.04%	107
2024 Q4	$55.7K	Hold	301	–	–	0.04%	82
2024 Q3	$57.1K	Hold	301	–	–	0.04%	79
2024 Q2	$52.5K	Hold	301	–	–	0.04%	64
2024 Q1	$53.9K	Hold	301	–	–	0.04%	65
2023 Q4	$49.7K	Hold	301	–	–	0.04%	66
2023 Q3	$45.7K	Hold	301	–	–	0.05%	58
2023 Q2	$47.5K	Buy	+301	New	+$46K	0.05%	58

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Atlantic Private Wealth held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 364 shares worth $88.2K. The position accounts for 0.05% of the portfolio, ranked #85.

Atlantic Private Wealth first reported a position in IWD in Q2 2023 and has held it in 13 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Atlantic Private Wealth held 364 shares of iShares Russell 1000 Value ETF worth $88.2K as of Q2 2026.
Atlantic Private Wealth left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.05% of Atlantic Private Wealth's portfolio in Q2 2026, its #85 holding.
Atlantic Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 13 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.