Capital Investment Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
Other funds holding IWD
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OC
WPW
SGAM
MAM
CMA
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BWCS
MWM
Capital Investment Advisory Services's IWD Position: Q2 2026 in Review
Capital Investment Advisory Services increased its iShares Russell 1000 Value ETF (IWD) stake by 11% in Q2 2026, buying an estimated $88.5K and bringing the position to 3,703 shares worth $898K. The position accounts for 0.06% of the portfolio, ranked #322.
Capital Investment Advisory Services first reported a position in IWD in Q1 2018 and has held it in 34 quarters since. 596 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Capital Investment Advisory Services held 3,703 shares of iShares Russell 1000 Value ETF worth $898K as of Q2 2026.
- Capital Investment Advisory Services bought 380 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $88.5K.
- iShares Russell 1000 Value ETF made up 0.06% of Capital Investment Advisory Services's portfolio in Q2 2026, its #322 holding.
- Capital Investment Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q1 2018 and has held it in 34 quarters since.
- 596 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.