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Main Street Financial Solutions’s iShares Russell 1000 Value ETF IWD Stock Holding History

Main Street Financial Solutions’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 		$1.45M Sell
5,967
-179
-3% -$41.7K 0.09% 200
2026
Q1 		$1.31M Sell
6,146
-119
-2% -$26.1K 0.1% 190
2025
Q4 		$1.32M Sell
6,265
-14
-0.2% -$2.89K 0.1% 186
2025
Q3 		$1.28M Buy
6,279
+1,680
+37% +$334K 0.08% 209
2025
Q2 		$893K Buy
4,599
+1,662
+57% +$308K 0.06% 241
2025
Q1 		$553K Buy
2,937
+117
+4% +$22.3K 0.05% 298
2024
Q4 		$522K Sell
2,820
-800
-22% -$153K 0.05% 284
2024
Q3 		$687K Buy
3,620
+146
+4% +$26.6K 0.06% 260
2024
Q2 		$606K Buy
3,474
+88
+3% +$15.4K 0.06% 285
2024
Q1 		$607K Buy
3,386
+607
+22% +$103K 0.06% 270
2023
Q4 		$459K Buy
2,779
+3
+0.1% +$463 0.06% 275
2023
Q3 		$422K Buy
2,776
+91
+3% +$14.4K 0.06% 280
2023
Q2 		$424K Buy
2,685
+1
+0% +$153 0.06% 289
2023
Q1 		$409K Buy
2,684
+1
+0% +$154 0.06% 289
2022
Q4 		$407K Sell
2,683
-2,796
-51% -$419K 0.06% 274
2022
Q3 		$745K Sell
5,479
-51
-0.9% -$7.66K 0.12% 169
2022
Q2 		$802K Buy
5,530
+61
+1% +$9.54K 0.1% 174
2022
Q1 		$908K Sell
5,469
-13
-0.2% -$2.13K 0.13% 156
2021
Q4 		$921K Buy
5,482
+31
+0.6% +$5.08K 0.13% 159
2021
Q3 		$853K Buy
5,451
+86
+2% +$13.8K 0.13% 150
2021
Q2 		$851K Sell
5,365
-15
-0.3% -$2.38K 0.14% 144
2021
Q1 		$815K Sell
5,380
-990
-16% -$143K 0.15% 150
2020
Q4 		$871K Buy
+6,370
New +$817K 0.18% 126

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 22.9% 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

Main Street Financial Solutions's IWD Position: Q2 2026 in Review

Main Street Financial Solutions reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.9% in Q2 2026, selling an estimated $41.7K and leaving 5,967 shares worth $1.45M. The position accounts for 0.09% of the portfolio, ranked #200.

Main Street Financial Solutions first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Main Street Financial Solutions held 5,967 shares of iShares Russell 1000 Value ETF worth $1.45M as of Q2 2026.
  • Main Street Financial Solutions sold 179 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $41.7K.
  • iShares Russell 1000 Value ETF made up 0.09% of Main Street Financial Solutions's portfolio in Q2 2026, its #200 holding.
  • Main Street Financial Solutions first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.