LA
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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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Latitude Advisors's IWD Position: Q2 2026 in Review

Latitude Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 20% in Q2 2026, buying an estimated $55.2K and bringing the position to 1,426 shares worth $346K. The position accounts for 0.14% of the portfolio, ranked #163.

Latitude Advisors first reported a position in IWD in Q1 2021 and has held it in 3 quarters since. The position peaked at $5.14M in Q1 2021. 935 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Latitude Advisors held 1,426 shares of iShares Russell 1000 Value ETF worth $346K as of Q2 2026.
  • Latitude Advisors bought 237 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $55.2K.
  • iShares Russell 1000 Value ETF made up 0.14% of Latitude Advisors's portfolio in Q2 2026, its #163 holding.
  • Latitude Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 3 quarters since.
  • Latitude Advisors's iShares Russell 1000 Value ETF position peaked at $5.14M in Q1 2021.
  • 935 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.