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Vima LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

Vima LLC’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 		$194K Buy
+799
New +$186K 0.19% 78

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OC
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Vima LLC's IWD Position: Q2 2026 in Review

Vima LLC opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 799 shares worth $194K. The stake represents 0.19% of the portfolio and ranks #78 among its holdings.

1,059 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Vima LLC held 799 shares of iShares Russell 1000 Value ETF worth $194K as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Vima LLC position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.19% of Vima LLC's portfolio in Q2 2026, its #78 holding.
  • 1,059 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.