Allen Mooney & Barnes Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Allen Mooney & Barnes Investment 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 Q1	–	Sell	-971	Closed	-$204K	–	165
2025 Q4	$204K	Buy	+971	New	+$201K	0.03%	158
2024 Q3	–	Sell	-1,748	Closed	-$305K	–	157
2024 Q2	$305K	Hold	1,748	–	–	0.05%	128
2024 Q1	$305K	Hold	1,748	–	–	0.06%	133
2023 Q4	$289K	Hold	1,748	–	–	0.05%	135
2023 Q3	$265K	Sell	1,748 -68	-4%	-$10.8K	0.06%	126
2023 Q2	$287K	Hold	1,816	–	–	0.06%	120
2023 Q1	$277K	Hold	1,816	–	–	0.07%	116
2022 Q4	$275K	Hold	1,816	–	–	0.07%	112
2022 Q3	$247K	Buy	1,816 +1	+0.1%	+$150	0.07%	119
2022 Q2	$263K	Buy	1,815 +1	+0.1%	+$156	0.07%	119
2022 Q1	$301K	Buy	+1,814	New	+$298K	0.07%	125

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's IWD Position: Q1 2026 in Review

Allen Mooney & Barnes Investment Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 971 shares — an estimated $204K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in IWD in Q1 2022 and held it in 11 quarters. The position peaked at $305K in Q1 2024. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Allen Mooney & Barnes Investment Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Allen Mooney & Barnes Investment Advisors sold 971 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $204K.
Allen Mooney & Barnes Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and held it in 11 quarters.
Allen Mooney & Barnes Investment Advisors's iShares Russell 1000 Value ETF position peaked at $305K in Q1 2024.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.