Curated Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Curated Wealth Partners’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	$358K	Buy	11,200 +10,050	+874%	+$2.34M	0.05%	374
2026 Q1	$246K	Buy	+1,150	New	+$252K	0.03%	184
2024 Q1	–	Sell	-3,777	Closed	-$624K	–	207
2023 Q4	$624K	Buy	+3,777	New	+$583K	0.1%	77
2021 Q3	–	Sell	-1,358	Closed	-$215K	–	146
2021 Q2	$215K	Buy	+1,358	New	+$215K	0.12%	140

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Curated Wealth Partners's IWD Position: Q2 2026 in Review

Curated Wealth Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 874% in Q2 2026, buying an estimated $2.34M and bringing the position to 11,200 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #374.

Curated Wealth Partners first reported a position in IWD in Q2 2021 and has held it in 4 quarters since. The position peaked at $624K in Q4 2023. 773 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Curated Wealth Partners held 11,200 shares of iShares Russell 1000 Value ETF worth $358K as of Q2 2026.
Curated Wealth Partners bought 10,050 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.34M.
iShares Russell 1000 Value ETF made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #374 holding.
Curated Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 4 quarters since.
Curated Wealth Partners's iShares Russell 1000 Value ETF position peaked at $624K in Q4 2023.
773 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.