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KMG Fiduciary Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-5,818
Closed -$1.24M – 236
2026
Q1 		$1.24M Buy
5,818
+39
+0.7% +$8.54K 0.09% 157
2025
Q4 		$1.22M Sell
5,779
-369
-6% -$76.2K 0.09% 155
2025
Q3 		$1.25M Buy
6,148
+8
+0.1% +$1.59K 0.08% 172
2025
Q2 		$1.19M Buy
6,140
+26
+0.4% +$4.82K 0.09% 171
2025
Q1 		$1.15M Sell
6,114
-30
-0.5% -$5.71K 0.1% 173
2024
Q4 		$1.14M Sell
6,144
-72
-1% -$13.8K 0.09% 167
2024
Q3 		$1.18M Sell
6,216
-808
-12% -$147K 0.1% 161
2024
Q2 		$1.23M Buy
7,024
+12
+0.2% +$2.1K 0.12% 134
2024
Q1 		$1.26M Sell
7,012
-32
-0.5% -$5.42K 0.13% 133
2023
Q4 		$1.16M Sell
7,044
-62,753
-90% -$9.69M 0.14% 133
2023
Q3 		$10.6M Buy
69,797
+2,903
+4% +$460K 1.4% 15
2023
Q2 		$10.6M Buy
66,894
+1,103
+2% +$169K 1.37% 15
2023
Q1 		$10M Buy
65,791
+24,909
+61% +$3.85M 1.44% 13
2022
Q4 		$6.2M Sell
40,882
-20,793
-34% -$3.11M 1.02% 22
2022
Q3 		$8.39M Sell
61,675
-1,145
-2% -$172K 1.61% 9
2022
Q2 		$9.11M Buy
62,820
+3,085
+5% +$483K 1.7% 9
2022
Q1 		$9.91M Buy
+59,735
New +$9.81M 1.59% 8
2021
Q1 		– Sell
-2,296
Closed -$312K – 175
2020
Q4 		$312K Sell
2,296
-586
-20% -$75.2K 0.07% 138
2020
Q3 		$340K Sell
2,882
-554
-16% -$65.7K 0.08% 123
2020
Q2 		$387K Sell
3,436
-78,999
-96% -$8.69M 0.11% 105
2020
Q1 		$8.18M Buy
+82,435
New +$10.3M 2.65% 6

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

KMG Fiduciary Partners's IWD Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 5,818 shares — an estimated $1.24M sold.

KMG Fiduciary Partners first reported a position in IWD in Q1 2020 and held it in 21 quarters. The position peaked at $10.6M in Q3 2023. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 5,818 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.24M.
  • KMG Fiduciary Partners first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and held it in 21 quarters.
  • KMG Fiduciary Partners's iShares Russell 1000 Value ETF position peaked at $10.6M in Q3 2023.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.