MATAURO
IWD icon

MATAURO’s iShares Russell 1000 Value ETF IWD Stock Holding History

MATAURO’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 		$210K Buy
849
+3
+0.4% +$758 0.03% 154
2026
Q2 		$205K Buy
+846
New +$197K 0.03% 151

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

MATAURO's IWD Position: Q3 2026 in Review

MATAURO increased its iShares Russell 1000 Value ETF (IWD) stake by 0.35% in Q3 2026, buying an estimated $758 and bringing the position to 849 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #154.

MATAURO first reported a position in IWD in Q2 2026 and has held it in 2 quarters since. 1,061 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • MATAURO held 849 shares of iShares Russell 1000 Value ETF worth $210K as of Q3 2026.
  • MATAURO bought 3 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $758.
  • iShares Russell 1000 Value ETF made up 0.03% of MATAURO's portfolio in Q3 2026, its #154 holding.
  • MATAURO first reported a position in iShares Russell 1000 Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on MATAURO's 13F filing for Q3 2026, filed 3 Nov 2026.