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

Capital Investment 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 		$235K Buy
+969
New +$226K 0.07% 123

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

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

Capital Investment Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 969 shares worth $235K. The stake represents 0.07% of the portfolio and ranks #123 among its holdings.

695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Capital Investment Management held 969 shares of iShares Russell 1000 Value ETF worth $235K as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Capital Investment Management position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.07% of Capital Investment Management's portfolio in Q2 2026, its #123 holding.
  • 695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.