Financial Management Professionals’s iShares Russell 1000 Value ETF IWD Stock Holding History

Financial Management Professionals’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	$2.15M	Buy	8,870 +8,774	+9,140%	+$2.04M	0.2%	41
2026 Q1	$20.5K	Hold	96	–	–	﹤0.01%	399
2025 Q4	$20.2K	Hold	96	–	–	﹤0.01%	408
2025 Q3	$19.5K	Hold	96	–	–	﹤0.01%	411
2025 Q2	$18.6K	Hold	96	–	–	﹤0.01%	429
2025 Q1	$18.1K	Hold	96	–	–	﹤0.01%	444
2024 Q4	$17.8K	Hold	96	–	–	﹤0.01%	426
2024 Q3	$18K	Hold	96	–	–	﹤0.01%	440
2024 Q2	$17K	Hold	96	–	–	﹤0.01%	415
2024 Q1	$17K	Sell	96 -22	-19%	-$3.72K	﹤0.01%	450
2023 Q4	$19K	Hold	118	–	–	﹤0.01%	408
2023 Q3	$18K	Buy	118 +22	+23%	+$3.49K	﹤0.01%	390
2023 Q2	$15K	Hold	96	–	–	﹤0.01%	463
2023 Q1	$15K	Sell	96 -224	-70%	-$34.6K	﹤0.01%	484
2022 Q4	$49K	Hold	320	–	–	0.01%	235
2022 Q3	$44K	Sell	320 -51,237	-99%	-$7.7M	0.01%	233
2022 Q2	$7.47M	Sell	51,557 -2,145	-4%	-$336K	1.81%	15
2022 Q1	$8.91M	Buy	53,702 +53,606	+55,840%	+$8.8M	1.93%	14
2021 Q4	$16K	Hold	96	–	–	﹤0.01%	378
2021 Q3	$15K	Buy	+96	New	+$15.4K	﹤0.01%	383

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

Financial Management Professionals's IWD Position: Q2 2026 in Review

Financial Management Professionals increased its iShares Russell 1000 Value ETF (IWD) stake by 9,140% in Q2 2026, buying an estimated $2.04M and bringing the position to 8,870 shares worth $2.15M. The position accounts for 0.2% of the portfolio, ranked #41.

Financial Management Professionals first reported a position in IWD in Q3 2021 and has held it in 20 quarters since. The position peaked at $8.91M in Q1 2022. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Financial Management Professionals held 8,870 shares of iShares Russell 1000 Value ETF worth $2.15M as of Q2 2026.
Financial Management Professionals bought 8,774 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.04M.
iShares Russell 1000 Value ETF made up 0.2% of Financial Management Professionals's portfolio in Q2 2026, its #41 holding.
Financial Management Professionals first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and has held it in 20 quarters since.
Financial Management Professionals's iShares Russell 1000 Value ETF position peaked at $8.91M in Q1 2022.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.