Latitude Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Latitude Advisors’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	$1.11M	Buy	4,472 +3,046	+214%	+$770K	0.34%	58
2026 Q2	$346K	Buy	1,426 +237	+20%	+$55.2K	0.14%	163
2026 Q1	$254K	Buy	+1,189	New	+$260K	0.12%	188
2021 Q2	–	Sell	-33,902	Closed	-$5.14M	–	172
2021 Q1	$5.14M	Buy	+33,902	New	+$4.9M	4.21%	6

Other funds holding IWD

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

Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Latitude Advisors's IWD Position: Q3 2026 in Review

Latitude Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 214% in Q3 2026, buying an estimated $770K and bringing the position to 4,472 shares worth $1.11M. The position accounts for 0.34% of the portfolio, ranked #58.

Latitude Advisors first reported a position in IWD in Q1 2021 and has held it in 4 quarters since. The position peaked at $5.14M in Q1 2021. 1,195 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Latitude Advisors held 4,472 shares of iShares Russell 1000 Value ETF worth $1.11M as of Q3 2026.
Latitude Advisors bought 3,046 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $770K.
iShares Russell 1000 Value ETF made up 0.34% of Latitude Advisors's portfolio in Q3 2026, its #58 holding.
Latitude Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 4 quarters since.
Latitude Advisors's iShares Russell 1000 Value ETF position peaked at $5.14M in Q1 2021.
1,195 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.