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

Gallacher Capital 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	$690K	Buy	2,845 +6	+0.2%	+$1.4K	0.39%	60
2026 Q1	$607K	Buy	2,839 +412	+17%	+$90.2K	0.23%	125
2025 Q4	$510K	Hold	2,427	–	–	0.2%	147
2025 Q3	$494K	Buy	2,427 +14	+0.6%	+$2.79K	0.2%	173
2025 Q2	$469K	Hold	2,413	–	–	0.22%	133
2025 Q1	$454K	Hold	2,413	–	–	0.22%	126
2024 Q4	$447K	Hold	2,413	–	–	0.22%	114
2024 Q3	$458K	Hold	2,413	–	–	0.21%	116
2024 Q2	$421K	Buy	2,413 +167	+7%	+$29.2K	0.22%	118
2024 Q1	$402K	Buy	2,246 +361	+19%	+$61.1K	0.2%	128
2023 Q4	$311K	Sell	1,885 -105	-5%	-$16.2K	0.17%	158
2023 Q3	$302K	Sell	1,990 -20	-1%	-$3.17K	0.19%	143
2023 Q2	$317K	Hold	2,010	–	–	0.18%	156
2023 Q1	$306K	Sell	2,010 -15	-0.7%	-$2.32K	0.18%	156
2022 Q4	$307K	Buy	+2,025	New	+$303K	0.19%	127

Other funds holding IWD

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

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

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

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

Gallacher Capital Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.21% in Q2 2026, buying an estimated $1.4K and bringing the position to 2,845 shares worth $690K. The position accounts for 0.39% of the portfolio, ranked #60.

Gallacher Capital Management first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. 552 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Gallacher Capital Management held 2,845 shares of iShares Russell 1000 Value ETF worth $690K as of Q2 2026.
Gallacher Capital Management bought 6 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.4K.
iShares Russell 1000 Value ETF made up 0.39% of Gallacher Capital Management's portfolio in Q2 2026, its #60 holding.
Gallacher Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
552 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.