F/M Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

F/M Investments’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	$1.48M	Buy	6,098 +378	+7%	+$88K	0.08%	144
2026 Q1	$1.22M	Buy	5,720 +261	+5%	+$57.2K	0.08%	149
2025 Q4	$1.15M	Buy	5,459 +116	+2%	+$24K	0.04%	282
2025 Q3	$1.09M	Buy	5,343 +414	+8%	+$82.4K	0.04%	290
2025 Q2	$957K	Sell	4,929 -749	-13%	-$139K	0.03%	292
2025 Q1	$1.07M	Buy	5,678 +913	+19%	+$174K	0.04%	283
2024 Q4	$882K	Buy	+4,765	New	+$914K	0.03%	297

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

F/M Investments's IWD Position: Q2 2026 in Review

F/M Investments increased its iShares Russell 1000 Value ETF (IWD) stake by 6.6% in Q2 2026, buying an estimated $88K and bringing the position to 6,098 shares worth $1.48M. The position accounts for 0.08% of the portfolio, ranked #144.

F/M Investments first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

F/M Investments held 6,098 shares of iShares Russell 1000 Value ETF worth $1.48M as of Q2 2026.
F/M Investments bought 378 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $88K.
iShares Russell 1000 Value ETF made up 0.08% of F/M Investments's portfolio in Q2 2026, its #144 holding.
F/M Investments first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.