Triumph Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Triumph Capital Management’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 Q3	$40.9K	Buy	165 +1	+0.6%	+$253	0.01%	752
2026 Q2	$39.8K	Sell	164 -43	-21%	-$10K	0.01%	738
2026 Q1	$44.2K	Sell	207 -36	-15%	-$7.88K	0.01%	679
2025 Q4	$51.2K	Buy	+243	New	+$50.2K	0.01%	610
2022 Q3	–	Sell	-19,399	Closed	-$176K	–	213
2022 Q2	$176K	Buy	+19,399	New	+$3.03M	0.09%	180

Other funds holding IWD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Triumph Capital Management's IWD Position: Q3 2026 in Review

Triumph Capital Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.61% in Q3 2026, buying an estimated $253 and bringing the position to 165 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #752.

Triumph Capital Management first reported a position in IWD in Q2 2022 and has held it in 5 quarters since. The position peaked at $176K in Q2 2022. 1,269 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Triumph Capital Management held 165 shares of iShares Russell 1000 Value ETF worth $40.9K as of Q3 2026.
Triumph Capital Management bought 1 iShares Russell 1000 Value ETF share in Q3 2026, an estimated $253.
iShares Russell 1000 Value ETF made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #752 holding.
Triumph Capital Management first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 5 quarters since.
Triumph Capital Management's iShares Russell 1000 Value ETF position peaked at $176K in Q2 2022.
1,269 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.