Sulzberger Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sulzberger Capital 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	$200K	Buy	+827	New	+$193K	0.2%	53

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Sulzberger Capital Advisors's IWD Position: Q2 2026 in Review

Sulzberger Capital Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 827 shares worth $200K. The stake represents 0.2% of the portfolio and ranks #53 among its holdings.

390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Sulzberger Capital Advisors held 827 shares of iShares Russell 1000 Value ETF worth $200K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Sulzberger Capital Advisors position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.2% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #53 holding.
390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.