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

Buckhead Capital 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 Q2	$667K	Hold	2,750	–	–	0.23%	84
2026 Q1	$588K	Hold	2,750	–	–	0.22%	81
2025 Q4	$578K	Hold	2,750	–	–	0.21%	80
2025 Q3	$560K	Hold	2,750	–	–	0.2%	78
2025 Q2	$534K	Sell	2,750 -250	-8%	-$46.3K	0.21%	80
2025 Q1	$564K	Hold	3,000	–	–	0.18%	77
2024 Q4	$555K	Hold	3,000	–	–	0.18%	74
2024 Q3	$569K	Hold	3,000	–	–	0.18%	74
2024 Q2	$523K	Hold	3,000	–	–	0.18%	79
2024 Q1	$537K	Hold	3,000	–	–	0.18%	83
2023 Q4	$496K	Hold	3,000	–	–	0.18%	85
2023 Q3	$455K	Hold	3,000	–	–	0.19%	78
2023 Q2	$473K	Hold	3,000	–	–	0.11%	99
2023 Q1	$457K	Sell	3,000 -850	-22%	-$131K	0.11%	100
2022 Q4	$584K	Hold	3,850	–	–	0.14%	91
2022 Q3	$524K	Hold	3,850	–	–	0.14%	93
2022 Q2	$558K	Hold	3,850	–	–	0.14%	93
2022 Q1	$639K	Hold	3,850	–	–	0.14%	97
2021 Q4	$647K	Hold	3,850	–	–	0.14%	99
2021 Q3	$603K	Hold	3,850	–	–	0.13%	98
2021 Q2	$611K	Hold	3,850	–	–	0.14%	97
2021 Q1	$583K	Hold	3,850	–	–	0.14%	94
2020 Q4	$526K	Sell	3,850 -150	-4%	-$19.2K	0.13%	91
2020 Q3	$473K	Hold	4,000	–	–	0.14%	83
2020 Q2	$450K	Buy	+4,000	New	+$440K	0.14%	79

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

Buckhead Capital Management's IWD Position: Q2 2026 in Review

Buckhead Capital Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,750 shares worth $667K. The position accounts for 0.23% of the portfolio, ranked #84.

Buckhead Capital Management first reported a position in IWD in Q2 2020 and has held it in 25 quarters since. 1,977 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Buckhead Capital Management held 2,750 shares of iShares Russell 1000 Value ETF worth $667K as of Q2 2026.
Buckhead Capital Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.23% of Buckhead Capital Management's portfolio in Q2 2026, its #84 holding.
Buckhead Capital Management first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and has held it in 25 quarters since.
1,977 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Buckhead Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.