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

Main Street 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
2026 Q2	$1.94K	Sell	8 -1	-11%	-$233	﹤0.01%	736
2026 Q1	$1.92K	Buy	+9	New	+$1.97K	﹤0.01%	740
2025 Q4	–	Sell	-213	Closed	-$43.4K	–	350
2025 Q3	$43.4K	Buy	213 +205	+2,563%	+$40.8K	0.01%	271
2025 Q2	$1.55K	Hold	8	–	–	﹤0.01%	658
2025 Q1	$1.51K	Hold	8	–	–	﹤0.01%	684
2024 Q4	$1.48K	Hold	8	–	–	﹤0.01%	672
2024 Q3	$1.52K	Hold	8	–	–	﹤0.01%	676
2024 Q2	$1.39K	Hold	8	–	–	﹤0.01%	740
2024 Q1	$1.43K	Hold	8	–	–	﹤0.01%	772
2023 Q4	$1.32K	Buy	+8	New	+$1.24K	﹤0.01%	1144

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Main Street Group's IWD Position: Q2 2026 in Review

Main Street Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 11% in Q2 2026, selling an estimated $233 and leaving 8 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Main Street Group first reported a position in IWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $43.4K in Q3 2025. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Main Street Group held 8 shares of iShares Russell 1000 Value ETF worth $1.94K as of Q2 2026.
Main Street Group sold 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
iShares Russell 1000 Value ETF made up ﹤0.01% of Main Street Group's portfolio in Q2 2026, its #736 holding.
Main Street Group first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 10 quarters since.
Main Street Group's iShares Russell 1000 Value ETF position peaked at $43.4K in Q3 2025.
390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.