Atlas Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Atlas Capital Advisors’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
2025 Q2	$1.07M	Buy	5,491 +764	+16%	+$141K	0.13%	136
2025 Q1	$889K	Buy	4,727 +450	+11%	+$85.7K	0.11%	159
2024 Q4	$792K	Buy	4,277 +468	+12%	+$89.8K	0.1%	172
2024 Q3	$723K	Buy	3,809 +1,484	+64%	+$270K	0.11%	164
2024 Q2	$406K	Buy	2,325 +1,300	+127%	+$227K	0.05%	268
2024 Q1	$184K	Hold	1,025	–	–	0.03%	379
2023 Q4	$169K	Hold	1,025	–	–	0.02%	399
2023 Q3	$156K	Sell	1,025 -956	-48%	-$152K	0.03%	380
2023 Q2	$313K	Sell	1,981 -657	-25%	-$100K	0.05%	286
2023 Q1	$402K	Sell	2,638 -8,337	-76%	-$1.29M	0.06%	229
2022 Q4	$1.66M	Buy	10,975 +373	+4%	+$55.8K	0.28%	71
2022 Q3	$1.44M	Sell	10,602 -150	-1%	-$22.5K	0.26%	72
2022 Q2	$1.56M	Hold	10,752	–	–	0.26%	77
2022 Q1	$1.78M	Buy	10,752 +650	+6%	+$107K	0.28%	81
2021 Q4	$1.7M	Buy	10,102 +54	+0.5%	+$8.85K	0.25%	83
2021 Q3	$1.57M	Buy	10,048 +6,727	+203%	+$1.08M	0.25%	82
2021 Q2	$527K	Buy	+3,321	New	+$526K	0.09%	195

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlas Capital Advisors's IWD Position: Q2 2025 in Review

Atlas Capital Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 16% in Q2 2025, buying an estimated $141K and bringing the position to 5,491 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #136.

Atlas Capital Advisors first reported a position in IWD in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.78M in Q1 2022. 1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

Atlas Capital Advisors held 5,491 shares of iShares Russell 1000 Value ETF worth $1.07M as of Q2 2025.
Atlas Capital Advisors bought 764 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $141K.
iShares Russell 1000 Value ETF made up 0.13% of Atlas Capital Advisors's portfolio in Q2 2025, its #136 holding.
Atlas Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 17 quarters since.
Atlas Capital Advisors's iShares Russell 1000 Value ETF position peaked at $1.78M in Q1 2022.
1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.