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Patriot Investment Management Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Patriot Investment Management 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
Q2 		$278K Hold
1,146
– – 0.02% 211
2026
Q1 		$245K Hold
1,146
– – 0.02% 218
2025
Q4 		$241K Hold
1,146
– – 0.02% 221
2025
Q3 		$233K Sell
1,146
-27
-2% -$5.37K 0.02% 228
2025
Q2 		$228K Hold
1,173
– – 0.02% 226
2025
Q1 		$221K Hold
1,173
– – 0.02% 217
2024
Q4 		$217K Hold
1,173
– – 0.02% 221
2024
Q3 		$223K Hold
1,173
– – 0.02% 228
2024
Q2 		$205K Hold
1,173
– – 0.02% 236
2024
Q1 		$210K Buy
+1,173
New +$198K 0.02% 235
2023
Q1 		– Sell
-773
Closed -$123K – 319
2022
Q4 		$123K Buy
+773
New +$116K 0.01% 266
2020
Q3 		– Sell
-773
Closed -$87.1K – 423
2020
Q2 		$87.1K Buy
+773
New +$85K 0.01% 279

Other funds holding IWD

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
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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Patriot Investment Management Group's IWD Position: Q2 2026 in Review

Patriot Investment Management Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,146 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #211.

Patriot Investment Management Group first reported a position in IWD in Q2 2020 and has held it in 12 quarters since. 754 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Patriot Investment Management Group held 1,146 shares of iShares Russell 1000 Value ETF worth $278K as of Q2 2026.
  • Patriot Investment Management Group left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.02% of Patriot Investment Management Group's portfolio in Q2 2026, its #211 holding.
  • Patriot Investment Management Group first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and has held it in 12 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.