Atticus Wealth Management
IWD icon

Atticus Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Atticus 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
Q3 		$464K Sell
1,871
-38
-2% -$9.6K 0.1% 116
2026
Q2 		$463K Hold
1,909
– – 0.11% 116
2026
Q1 		$408K Sell
1,909
-170
-8% -$37.2K 0.11% 119
2025
Q4 		$437K Sell
2,079
-221
-10% -$45.6K 0.11% 114
2025
Q3 		$468K Sell
2,300
-418
-15% -$83.2K 0.12% 114
2025
Q2 		$528K Sell
2,718
-50
-2% -$9.26K 0.14% 86
2025
Q1 		$521K Sell
2,768
-235
-8% -$44.8K 0.17% 72
2024
Q4 		$556K Sell
3,003
-108
-3% -$20.7K 0.17% 67
2024
Q3 		$590K Sell
3,111
-217
-7% -$39.5K 0.19% 64
2024
Q2 		$581K Sell
3,328
-528
-14% -$92.3K 0.19% 60
2024
Q1 		$691K Sell
3,856
-136
-3% -$23K 0.23% 56
2023
Q4 		$660K Sell
3,992
-858
-18% -$133K 0.23% 53
2023
Q3 		$736K Sell
4,850
-11
-0.2% -$1.74K 0.28% 52
2023
Q2 		$767K Hold
4,861
– – 0.28% 51
2023
Q1 		$740K Sell
4,861
-2,543
-34% -$393K 0.28% 52
2022
Q4 		$1.12M Buy
+7,404
New +$1.11M 0.46% 40
2022
Q3 		– Sell
-10,311
Closed -$1.5M – 590
2022
Q2 		$1.5M Sell
10,311
-2,191
-18% -$343K 0.62% 33
2022
Q1 		$2.08M Buy
12,502
+10,189
+441% +$1.67M 0.76% 27
2021
Q4 		$389K Buy
2,313
+2,268
+5,040% +$372K 0.15% 91
2021
Q3 		$7K Hold
45
– – ﹤0.01% 357
2021
Q2 		$7K Sell
45
-250
-85% -$39.6K ﹤0.01% 325
2021
Q1 		$45K Hold
295
– – 0.02% 222
2020
Q4 		$40K Buy
295
+250
+556% +$32.1K 0.02% 227
2020
Q3 		$5K Buy
45
+1
+2% +$119 ﹤0.01% 275
2020
Q2 		$5K Sell
44
-741
-94% -$81.5K ﹤0.01% 269
2020
Q1 		$78K Hold
785
– – 0.06% 136
2019
Q4 		$107K Buy
+785
New +$103K 0.07% 127

Other funds holding IWD

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Atticus Wealth Management's IWD Position: Q3 2026 in Review

Atticus Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 2% in Q3 2026, selling an estimated $9.6K and leaving 1,871 shares worth $464K. The position accounts for 0.1% of the portfolio, ranked #116.

Atticus Wealth Management first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.08M in Q1 2022. 525 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Atticus Wealth Management held 1,871 shares of iShares Russell 1000 Value ETF worth $464K as of Q3 2026.
  • Atticus Wealth Management sold 38 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $9.6K.
  • iShares Russell 1000 Value ETF made up 0.1% of Atticus Wealth Management's portfolio in Q3 2026, its #116 holding.
  • Atticus Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's iShares Russell 1000 Value ETF position peaked at $2.08M in Q1 2022.
  • 525 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.