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Third View Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Third View Private Wealth’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 		– Sell
-1,521
Closed -$325K – 308
2026
Q1 		$325K Buy
+1,521
New +$333K 0.04% 221

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Third View Private Wealth's IWD Position: Q2 2026 in Review

Third View Private Wealth sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 1,521 shares — an estimated $325K sold.

Third View Private Wealth first reported a position in IWD in Q1 2026 and held it in 1 quarter. The position peaked at $325K in Q1 2026. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Third View Private Wealth reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Third View Private Wealth sold 1,521 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $325K.
  • Third View Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and held it in 1 quarter.
  • Third View Private Wealth's iShares Russell 1000 Value ETF position peaked at $325K in Q1 2026.
  • 1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.