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 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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 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

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Triumph Capital Management's IWD Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 21% in Q2 2026, selling an estimated $10K and leaving 164 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #738.

Triumph Capital Management first reported a position in IWD in Q2 2022 and has held it in 4 quarters since. The position peaked at $176K in Q2 2022. 558 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Triumph Capital Management held 164 shares of iShares Russell 1000 Value ETF worth $39.8K as of Q2 2026.
Triumph Capital Management sold 43 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $10K.
iShares Russell 1000 Value ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #738 holding.
Triumph Capital Management first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 4 quarters since.
Triumph Capital Management's iShares Russell 1000 Value ETF position peaked at $176K in Q2 2022.
558 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.