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

Main 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	–	Sell	-323	Closed	-$69K	–	100
2026 Q1	$69K	Buy	+323	New	+$70.7K	0.01%	73
2025 Q2	–	Sell	-323	Closed	-$61K	–	110
2025 Q1	$61K	Hold	323	–	–	0.01%	83
2024 Q4	$60K	Hold	323	–	–	﹤0.01%	90
2024 Q3	$61K	Hold	323	–	–	0.01%	90
2024 Q2	$56K	Hold	323	–	–	﹤0.01%	100
2024 Q1	$58K	Hold	323	–	–	0.01%	99
2023 Q4	$53K	Hold	323	–	–	0.01%	92
2023 Q3	$49K	Hold	323	–	–	0.01%	98
2023 Q2	$51K	Buy	+323	New	+$49.4K	0.01%	98

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

Main Management's IWD Position: Q2 2026 in Review

Main Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 323 shares — an estimated $69K sold.

Main Management first reported a position in IWD in Q2 2023 and held it in 9 quarters. The position peaked at $69K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Main Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
Main Management sold 323 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $69K.
Main Management first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and held it in 9 quarters.
Main Management's iShares Russell 1000 Value ETF position peaked at $69K in Q1 2026.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Main Management's 13F filing for Q2 2026, filed 14 Aug 2026.