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

Broadwater Capital’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	$6.3K	Hold	26	–	–	﹤0.01%	170
2026 Q1	$5.47K	Hold	26	–	–	﹤0.01%	175
2025 Q4	$5.47K	Hold	26	–	–	﹤0.01%	175
2025 Q3	$5.29K	Sell	26 -5,024	-99%	-$999K	﹤0.01%	180
2025 Q2	$5.05M	Buy	5,050 +5,024	+19,323%	+$930K	﹤0.01%	181
2025 Q1	$4.89K	Hold	26	–	–	﹤0.01%	179
2024 Q4	$4.81K	Hold	26	–	–	﹤0.01%	186
2024 Q3	$4.93K	Hold	26	–	–	﹤0.01%	192
2024 Q2	$4.54K	Hold	26	–	–	﹤0.01%	192
2024 Q1	$4.66K	Hold	26	–	–	﹤0.01%	189
2023 Q4	$4.3K	Buy	+26	New	+$4.01K	﹤0.01%	188

Other funds holding IWD

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Broadwater Capital's IWD Position: Q2 2026 in Review

Broadwater Capital held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 26 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Broadwater Capital first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.05M in Q2 2025. 1,223 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Broadwater Capital held 26 shares of iShares Russell 1000 Value ETF worth $6.3K as of Q2 2026.
Broadwater Capital left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of Broadwater Capital's portfolio in Q2 2026, its #170 holding.
Broadwater Capital first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's iShares Russell 1000 Value ETF position peaked at $5.05M in Q2 2025.
1,223 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.