Atwater Malick
IWD icon

Atwater Malick’s iShares Russell 1000 Value ETF IWD Stock Holding History

Atwater Malick’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 		$4.05M Buy
16,348
+935
+6% +$236K 0.89% 24
2026
Q2 		$3.74M Buy
+15,413
New +$3.59M 0.81% 24

Other funds holding IWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Atwater Malick's IWD Position: Q3 2026 in Review

Atwater Malick increased its iShares Russell 1000 Value ETF (IWD) stake by 6.1% in Q3 2026, buying an estimated $236K and bringing the position to 16,348 shares worth $4.05M. The position accounts for 0.89% of the portfolio, ranked #24.

Atwater Malick first reported a position in IWD in Q2 2026 and has held it in 2 quarters since. 1,450 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Atwater Malick held 16,348 shares of iShares Russell 1000 Value ETF worth $4.05M as of Q3 2026.
  • Atwater Malick bought 935 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $236K.
  • iShares Russell 1000 Value ETF made up 0.89% of Atwater Malick's portfolio in Q3 2026, its #24 holding.
  • Atwater Malick first reported a position in iShares Russell 1000 Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,450 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.