OpenArc Corporate Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$196M Buy
807,045
+59,971
+8% +$14M 2.33% 12
2026
Q1
$160M Buy
747,074
+73,719
+11% +$16.1M 2.29% 13
2025
Q4
$142M Buy
+673,355
New +$139M 2.34% 11

Other funds holding IWD

OpenArc Corporate Advisory's IWD Position: Q2 2026 in Review

OpenArc Corporate Advisory increased its iShares Russell 1000 Value ETF (IWD) stake by 8% in Q2 2026, buying an estimated $14M and bringing the position to 807,045 shares worth $196M. The position accounts for 2.33% of the portfolio, ranked #12.

OpenArc Corporate Advisory first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • OpenArc Corporate Advisory held 807,045 shares of iShares Russell 1000 Value ETF worth $196M as of Q2 2026.
  • OpenArc Corporate Advisory bought 59,971 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $14M.
  • iShares Russell 1000 Value ETF made up 2.33% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #12 holding.
  • OpenArc Corporate Advisory first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.