Collier Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
Other funds holding IWD
Collier Financial's IWD Position: Q2 2026 in Review
Collier Financial increased its iShares Russell 1000 Value ETF (IWD) stake by 16% in Q2 2026, buying an estimated $21.2K and bringing the position to 668 shares worth $162K. The position accounts for 0.11% of the portfolio, ranked #44.
Collier Financial first reported a position in IWD in Q3 2025 and has held it in 4 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Collier Financial held 668 shares of iShares Russell 1000 Value ETF worth $162K as of Q2 2026.
- Collier Financial bought 91 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $21.2K.
- iShares Russell 1000 Value ETF made up 0.11% of Collier Financial's portfolio in Q2 2026, its #44 holding.
- Collier Financial first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and has held it in 4 quarters since.
- 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.