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

Marshall Investment 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
-275
Closed -$58.8K – 516
2026
Q1 		$58.8K Buy
+275
New +$60.2K 0.03% 116
2025
Q2 		– Sell
-275
Closed -$51.7K – 118
2025
Q1 		$51.7K Hold
275
– – 0.03% 110
2024
Q4 		$52.2K Buy
+275
New +$52.7K 0.03% 101

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

Marshall Investment Management's IWD Position: Q2 2026 in Review

Marshall Investment Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 275 shares — an estimated $58.8K sold.

Marshall Investment Management first reported a position in IWD in Q4 2024 and held it in 3 quarters. The position peaked at $58.8K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Marshall Investment Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Marshall Investment Management sold 275 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $58.8K.
  • Marshall Investment Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and held it in 3 quarters.
  • Marshall Investment Management's iShares Russell 1000 Value ETF position peaked at $58.8K in Q1 2026.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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