Mascoma Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.43M | Sell |
5,880
-700
| -11% | -$163K | 0.26% | 37 |
|
|
2026
Q1 | $1.41M | Buy |
6,580
+700
| +12% | +$153K | 0.29% | 34 |
|
|
2025
Q4 | $1.24M | Hold |
5,880
| – | – | 0.27% | 37 |
|
|
2025
Q3 | $1.2M | Sell |
5,880
-200
| -3% | -$39.8K | 0.26% | 35 |
|
|
2025
Q2 | $1.18M | Sell |
6,080
-250
| -4% | -$46.3K | 0.27% | 34 |
|
|
2025
Q1 | $1.19M | Sell |
6,330
-1,243
| -16% | -$237K | 0.3% | 34 |
|
|
2024
Q4 | $1.4M | Buy |
7,573
+1,243
| +20% | +$238K | 0.35% | 29 |
|
|
2024
Q3 | $1.2M | Hold |
6,330
| – | – | 0.3% | 29 |
|
|
2024
Q2 | $1.1M | Buy |
6,330
+109
| +2% | +$19.1K | 0.29% | 29 |
|
|
2024
Q1 | $1.11M | Sell |
6,221
-220
| -3% | -$37.2K | 0.32% | 30 |
|
|
2023
Q4 | $1.06M | Buy |
6,441
+220
| +4% | +$34K | 0.32% | 37 |
|
|
2023
Q3 | $944K | Hold |
6,221
| – | – | 0.3% | 40 |
|
|
2023
Q2 | $1M | Hold |
6,221
| – | – | 0.31% | 40 |
|
|
2023
Q1 | $962K | Hold |
6,221
| – | – | 0.28% | 45 |
|
|
2022
Q4 | $943K | Hold |
6,221
| – | – | 0.3% | 48 |
|
|
2022
Q3 | $846K | Hold |
6,221
| – | – | 0.29% | 52 |
|
|
2022
Q2 | $902K | Hold |
6,221
| – | – | 0.31% | 51 |
|
|
2022
Q1 | $1.03M | Hold |
6,221
| – | – | 0.33% | 51 |
|
|
2021
Q4 | $1.04M | Hold |
6,221
| – | – | 0.36% | 46 |
|
|
2021
Q3 | $974K | Buy |
6,221
+181
| +3% | +$29K | 0.38% | 44 |
|
|
2021
Q2 | $958K | Buy |
6,040
+40
| +0.7% | +$6.33K | 0.41% | 47 |
|
|
2021
Q1 | $909K | Hold |
6,000
| – | – | 0.39% | 42 |
|
|
2020
Q4 | $820K | Buy |
+6,000
| New | +$770K | 0.41% | 41 |
|
|
2019
Q3 | $897K | Hold |
6,990
| – | – | 0.57% | 37 |
|
|
2019
Q2 | $889K | Buy |
6,990
+6,865
| +5,492% | +$859K | 0.56% | 30 |
|
|
2019
Q1 | $15K | Hold |
125
| – | – | 0.01% | 244 |
|
|
2018
Q4 | $14K | Hold |
125
| – | – | 0.01% | 238 |
|
|
2018
Q3 | $16K | Hold |
125
| – | – | 0.01% | 251 |
|
|
2018
Q2 | $15K | Hold |
125
| – | – | 0.01% | 245 |
|
|
2018
Q1 | $15K | Hold |
125
| – | – | 0.01% | 245 |
|
|
2017
Q4 | $16K | Hold |
125
| – | – | 0.01% | 229 |
|
|
2017
Q3 | $15K | Hold |
125
| – | – | 0.01% | 253 |
|
|
2017
Q2 | $15K | Hold |
125
| – | – | 0.01% | 259 |
|
|
2017
Q1 | $14K | Hold |
125
| – | – | 0.01% | 242 |
|
|
2016
Q4 | $14K | Buy |
+125
| New | +$13.5K | 0.01% | 246 |
|
Other funds holding IWD
Mascoma Wealth Management's IWD Position: Q2 2026 in Review
Mascoma Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 11% in Q2 2026, selling an estimated $163K and leaving 5,880 shares worth $1.43M. The position accounts for 0.26% of the portfolio, ranked #37.
Mascoma Wealth Management first reported a position in IWD in Q4 2016 and has held it in 35 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Mascoma Wealth Management held 5,880 shares of iShares Russell 1000 Value ETF worth $1.43M as of Q2 2026.
- Mascoma Wealth Management sold 700 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $163K.
- iShares Russell 1000 Value ETF made up 0.26% of Mascoma Wealth Management's portfolio in Q2 2026, its #37 holding.
- Mascoma Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 35 quarters since.
- 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.