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 Q3	$682K	Hold	2,750	–	–	0.24%	79
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Buckhead Capital Management's IWD Position: Q3 2026 in Review

Buckhead Capital Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 2,750 shares worth $682K. The position accounts for 0.24% of the portfolio, ranked #79.

Buckhead Capital Management first reported a position in IWD in Q2 2020 and has held it in 26 quarters since. 1,450 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Buckhead Capital Management held 2,750 shares of iShares Russell 1000 Value ETF worth $682K as of Q3 2026.
Buckhead Capital Management left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.24% of Buckhead Capital Management's portfolio in Q3 2026, its #79 holding.
Buckhead Capital Management first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and has held it in 26 quarters since.
1,450 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Buckhead Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.