MASECO Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

MASECO Private Wealth’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	$330K	Hold	1,361	–	–	0.01%	98
2026 Q1	$291K	Sell	1,361 -113	-8%	-$24.7K	0.01%	95
2025 Q4	$310K	Buy	+1,474	New	+$304K	0.01%	79
2025 Q3	–	Sell	-3,028	Closed	-$588K	–	390
2025 Q2	$588K	Buy	+3,028	New	+$561K	0.02%	73

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 22.9% 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

MASECO Private Wealth's IWD Position: Q2 2026 in Review

MASECO Private Wealth held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,361 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #98.

MASECO Private Wealth first reported a position in IWD in Q2 2025 and has held it in 4 quarters since. The position peaked at $588K in Q2 2025. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

MASECO Private Wealth held 1,361 shares of iShares Russell 1000 Value ETF worth $330K as of Q2 2026.
MASECO Private Wealth left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #98 holding.
MASECO Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 4 quarters since.
MASECO Private Wealth's iShares Russell 1000 Value ETF position peaked at $588K in Q2 2025.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.