Manhattan West Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Manhattan West Asset 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	$1.68M	Buy	6,917 +3,462	+100%	+$806K	0.28%	69
2026 Q1	$738K	Hold	3,455	–	–	0.14%	91
2025 Q4	$727K	Hold	3,455	–	–	0.15%	91
2025 Q3	$703K	Buy	3,455 +336	+11%	+$66.8K	0.15%	91
2025 Q2	$606K	Hold	3,119	–	–	0.14%	92
2025 Q1	$587K	Buy	3,119 +334	+12%	+$63.6K	0.15%	91
2024 Q4	$516K	Hold	2,785	–	–	0.14%	95
2024 Q3	$529K	Sell	2,785 -85	-3%	-$15.5K	0.14%	99
2024 Q2	$501K	Sell	2,870 -3,203	-53%	-$560K	0.14%	100
2024 Q1	$1.09M	Buy	6,073 +2,442	+67%	+$413K	0.26%	76
2023 Q4	$600K	Sell	3,631 -73	-2%	-$11.3K	0.17%	89
2023 Q3	$542K	Buy	3,704 +151	+4%	+$23.9K	0.17%	96
2023 Q2	$561K	Sell	3,553 -15	-0.4%	-$2.29K	0.21%	90
2023 Q1	$543K	Buy	3,568 +108	+3%	+$16.7K	0.24%	83
2022 Q4	$525K	Hold	3,460	–	–	0.27%	79
2022 Q3	$471K	Hold	3,460	–	–	0.29%	76
2022 Q2	$502K	Hold	3,460	–	–	0.3%	78
2022 Q1	$574K	Hold	3,460	–	–	0.31%	71
2021 Q4	$581K	Buy	+3,460	New	+$567K	0.35%	57

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

Manhattan West Asset Management's IWD Position: Q2 2026 in Review

Manhattan West Asset Management increased its iShares Russell 1000 Value ETF (IWD) stake by 100% in Q2 2026, buying an estimated $806K and bringing the position to 6,917 shares worth $1.68M. The position accounts for 0.28% of the portfolio, ranked #69.

Manhattan West Asset Management first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Manhattan West Asset Management held 6,917 shares of iShares Russell 1000 Value ETF worth $1.68M as of Q2 2026.
Manhattan West Asset Management bought 3,462 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $806K.
iShares Russell 1000 Value ETF made up 0.28% of Manhattan West Asset Management's portfolio in Q2 2026, its #69 holding.
Manhattan West Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Manhattan West Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.