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 Q3	$285K	Hold	1,150	–	–	0.02%	440
2026 Q2	$279K	Hold	1,150	–	–	0.03%	185
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Curated Wealth Partners's IWD Position: Q3 2026 in Review

Curated Wealth Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 1,150 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #440.

Curated Wealth Partners first reported a position in IWD in Q2 2021 and has held it in 5 quarters since. The position peaked at $624K in Q4 2023. 1,450 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Curated Wealth Partners held 1,150 shares of iShares Russell 1000 Value ETF worth $285K as of Q3 2026.
Curated Wealth Partners left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.02% of Curated Wealth Partners's portfolio in Q3 2026, its #440 holding.
Curated Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 5 quarters since.
Curated Wealth Partners's iShares Russell 1000 Value ETF position peaked at $624K in Q4 2023.
1,450 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.