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MLG Wealth Management DBA Pine Grove Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4 		$1.3M Buy
+6,175
New +$1.28M 0.16% 70

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's IWD Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares Russell 1000 Value ETF (IWD) in Q4 2025: 6,175 shares worth $1.3M. The stake represents 0.16% of the portfolio and ranks #70 among its holdings.

1,910 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 6,175 shares of iShares Russell 1000 Value ETF worth $1.3M as of Q4 2025.
  • iShares Russell 1000 Value ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares Russell 1000 Value ETF made up 0.16% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #70 holding.
  • 1,910 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.