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FMA Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

FMA Wealth 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 		$11.5M Sell
47,348
-2,405
-5% -$560K 7.35% 6
2026
Q1 		$10.6M Sell
49,753
-4,108
-8% -$900K 7.07% 5
2025
Q4 		$11.3M Sell
53,861
-1,557
-3% -$322K 7.34% 6
2025
Q3 		$11.3M Sell
55,418
-556
-1% -$111K 7.74% 6
2025
Q2 		$10.9M Sell
55,974
-3,431
-6% -$635K 8.04% 6
2025
Q1 		$11.5M Sell
59,405
-1,075
-2% -$205K 8.87% 5
2024
Q4 		$11.2M Sell
60,480
-278
-0.5% -$53.3K 8.33% 5
2024
Q3 		$11.5M Sell
60,758
-305
-0.5% -$55.6K 8.36% 5
2024
Q2 		$10.7M Buy
61,063
+38
+0.1% +$6.64K 8.61% 4
2024
Q1 		$10.9M Buy
61,025
+10
+0% +$1.69K 9.06% 4
2023
Q4 		$10.1M Buy
+61,015
New +$9.42M 9.19% 4

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

FMA Wealth Management's IWD Position: Q2 2026 in Review

FMA Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.8% in Q2 2026, selling an estimated $560K and leaving 47,348 shares worth $11.5M. The position accounts for 7.35% of the portfolio, ranked #6.

FMA Wealth Management first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.5M in Q1 2025. 1,977 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • FMA Wealth Management held 47,348 shares of iShares Russell 1000 Value ETF worth $11.5M as of Q2 2026.
  • FMA Wealth Management sold 2,405 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $560K.
  • iShares Russell 1000 Value ETF made up 7.35% of FMA Wealth Management's portfolio in Q2 2026, its #6 holding.
  • FMA Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • FMA Wealth Management's iShares Russell 1000 Value ETF position peaked at $11.5M in Q1 2025.
  • 1,977 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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