Gilbert Capital Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Gilbert Capital Group’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	$5.51M	Buy	+22,213	New	+$5.62M	3.87%	7

Other funds holding IWD

LPL Financial San Diego, California $468B AUM 17.69% 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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Gilbert Capital Group's IWD Position: Q3 2026 in Review

Gilbert Capital Group opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2026: 22,213 shares worth $5.51M. The stake represents 3.87% of the portfolio and ranks #7 among its holdings.

1,269 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Gilbert Capital Group held 22,213 shares of iShares Russell 1000 Value ETF worth $5.51M as of Q3 2026.
iShares Russell 1000 Value ETF was a new Gilbert Capital Group position in Q3 2026.
iShares Russell 1000 Value ETF made up 3.87% of Gilbert Capital Group's portfolio in Q3 2026, its #7 holding.
1,269 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Gilbert Capital Group's 13F filing for Q3 2026, filed 28 Oct 2026.