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Cache Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cache Advisors’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 		– Sell
-608
Closed -$130K – 172
2026
Q1 		$130K Buy
+608
New +$133K 0.02% 134

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Cache Advisors's IWD Position: Q2 2026 in Review

Cache Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 608 shares — an estimated $130K sold.

Cache Advisors first reported a position in IWD in Q1 2026 and held it in 1 quarter. The position peaked at $130K in Q1 2026. 552 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Cache Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Cache Advisors sold 608 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $130K.
  • Cache Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and held it in 1 quarter.
  • Cache Advisors's iShares Russell 1000 Value ETF position peaked at $130K in Q1 2026.
  • 552 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.