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Rossmore Private Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Rossmore Private Capital’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 		$73.2K Hold
302
– – 0.01% 329
2026
Q1 		$64.5K Hold
302
– – 0.01% 318
2025
Q4 		$63.5K Hold
302
– – 0.01% 318
2025
Q3 		$61.5K Buy
+302
New +$60.1K 0.01% 290

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
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
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Rossmore Private Capital's IWD Position: Q2 2026 in Review

Rossmore Private Capital held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 302 shares worth $73.2K. The position accounts for 0.01% of the portfolio, ranked #329.

Rossmore Private Capital first reported a position in IWD in Q3 2025 and has held it in 4 quarters since. 1,269 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Rossmore Private Capital held 302 shares of iShares Russell 1000 Value ETF worth $73.2K as of Q2 2026.
  • Rossmore Private Capital left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.01% of Rossmore Private Capital's portfolio in Q2 2026, its #329 holding.
  • Rossmore Private Capital first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,269 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.