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MassMutual Private Wealth & Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

MassMutual Private Wealth & Trust’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 		$562K Sell
2,319
-1,200
-34% -$280K 0.01% 300
2026
Q1 		$752K Sell
3,519
-800
-19% -$175K 0.02% 271
2025
Q4 		$908K Hold
4,319
– – 0.02% 255
2025
Q3 		$879K Sell
4,319
-34
-0.8% -$6.76K 0.02% 260
2025
Q2 		$845K Buy
4,353
+103
+2% +$19.1K 0.02% 264
2025
Q1 		$800K Buy
4,250
+1,633
+62% +$311K 0.02% 271
2024
Q4 		$484K Sell
2,617
-650
-20% -$125K 0.01% 323
2024
Q3 		$620K Sell
3,267
-524
-14% -$95.5K 0.02% 286
2024
Q2 		$661K Buy
3,791
+1,210
+47% +$212K 0.02% 276
2024
Q1 		$462K Sell
2,581
-232
-8% -$39.3K 0.01% 300
2023
Q4 		$465K Sell
2,813
-5
-0.2% -$772 0.02% 298
2023
Q3 		$428K Sell
2,818
-2
-0.1% -$317 0.02% 305
2023
Q2 		$445K Sell
2,820
-47
-2% -$7.18K 0.02% 290
2023
Q1 		$437K Sell
2,867
-100
-3% -$15.4K 0.02% 280
2022
Q4 		$450K Hold
2,967
– – 0.02% 281
2022
Q3 		$403K Hold
2,967
– – 0.02% 278
2022
Q2 		$430K Sell
2,967
-100
-3% -$15.6K 0.02% 278
2022
Q1 		$509K Sell
3,067
-85
-3% -$14K 0.02% 280
2021
Q4 		$529K Sell
3,152
-2,025
-39% -$332K 0.02% 288
2021
Q3 		$810K Buy
5,177
+85
+2% +$13.6K 0.03% 245
2021
Q2 		$808K Sell
5,092
-3,936
-44% -$623K 0.03% 245
2021
Q1 		$1.37M Sell
9,028
-935
-9% -$135K 0.06% 199
2020
Q4 		$1.36M Sell
9,963
-100
-1% -$12.8K 0.07% 185
2020
Q3 		$1.19M Buy
10,063
+5,936
+144% +$704K 0.07% 183
2020
Q2 		$465K Sell
4,127
-118
-3% -$13K 0.03% 255
2020
Q1 		$421K Sell
4,245
-824
-16% -$103K 0.03% 243
2019
Q4 		$692K Buy
5,069
+584
+13% +$77K 0.04% 227
2019
Q3 		$575K Sell
4,485
-523
-10% -$66.5K 0.04% 249
2019
Q2 		$637K Sell
5,008
-1,659
-25% -$208K 0.04% 234
2019
Q1 		$823K Sell
6,667
-25
-0.4% -$3K 0.06% 215
2018
Q4 		$743K Buy
6,692
+81
+1% +$9.71K 0.06% 201
2018
Q3 		$837K Sell
6,611
-3,303
-33% -$415K 0.06% 213
2018
Q2 		$1.2M Sell
9,914
-3,363
-25% -$409K 0.1% 171
2018
Q1 		$1.59M Sell
13,277
-389
-3% -$48.5K 0.13% 149
2017
Q4 		$1.7M Buy
13,666
+373
+3% +$45.2K 0.14% 140
2017
Q3 		$1.58M Sell
13,293
-1,520
-10% -$177K 0.13% 149
2017
Q2 		$1.72M Buy
14,813
+27
+0.2% +$3.11K 0.15% 148
2017
Q1 		$1.7M Sell
14,786
-172
-1% -$19.7K 0.16% 146
2016
Q4 		$1.68M Buy
+14,958
New +$1.62M 0.21% 125
2016
Q2 		$466K Sell
4,515
-114
-2% -$11.5K 0.06% 225
2016
Q1 		$457K Sell
4,629
-267
-5% -$25K 0.06% 219
2015
Q4 		$479K Buy
4,896
+2,507
+105% +$249K 0.07% 217
2015
Q3 		$239K Buy
2,389
+1,797
+304% +$178K 0.05% 246
2015
Q2 		$60K Sell
592
-1,797
-75% -$188K 0.01% 351
2015
Q1 		$246K Hold
2,389
– – 0.04% 250
2014
Q4 		$249K Hold
2,389
– – 0.08% 176
2014
Q3 		$239K Buy
2,389
+1,797
+304% +$182K 0.05% 243
2014
Q2 		$60K Buy
592
+315
+114% +$30.9K 0.02% 215
2014
Q1 		$26.7K Sell
277
-285
-51% -$26.7K 0.02% 246
2013
Q4 		$52.9K Buy
+562
New +$51K 0.05% 178

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

MassMutual Private Wealth & Trust's IWD Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares Russell 1000 Value ETF (IWD) stake by 34% in Q2 2026, selling an estimated $280K and leaving 2,319 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #300.

MassMutual Private Wealth & Trust first reported a position in IWD in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.72M in Q2 2017. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • MassMutual Private Wealth & Trust held 2,319 shares of iShares Russell 1000 Value ETF worth $562K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 1,200 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $280K.
  • iShares Russell 1000 Value ETF made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #300 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's iShares Russell 1000 Value ETF position peaked at $1.72M in Q2 2017.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.