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Mayflower Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mayflower Financial Advisors’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 		$824K Sell
3,399
-361
-10% -$84.1K 0.07% 219
2026
Q1 		$803K Hold
3,760
– – 0.1% 198
2025
Q4 		$791K Sell
3,760
-23
-0.6% -$4.75K 0.1% 185
2025
Q3 		$770K Buy
3,783
+22
+0.6% +$4.38K 0.1% 186
2025
Q2 		$730K Sell
3,761
-115
-3% -$21.3K 0.1% 185
2025
Q1 		$729K Buy
3,876
+39
+1% +$7.43K 0.11% 176
2024
Q4 		$710K Sell
3,837
-121
-3% -$23.2K 0.11% 179
2024
Q3 		$751K Sell
3,958
-288
-7% -$52.5K 0.11% 168
2024
Q2 		$741K Sell
4,246
-16
-0.4% -$2.8K 0.12% 161
2024
Q1 		$763K Hold
4,262
– – 0.13% 164
2023
Q4 		$704K Buy
4,262
+442
+12% +$68.3K 0.1% 171
2023
Q3 		$580K Buy
3,820
+328
+9% +$52K 0.09% 173
2023
Q2 		$551K Sell
3,492
-1,074
-24% -$164K 0.07% 188
2023
Q1 		$695K Buy
4,566
+2,919
+177% +$451K 0.09% 162
2022
Q4 		$250K Sell
1,647
-239
-13% -$35.8K 0.03% 290
2022
Q3 		$257K Buy
+1,886
New +$283K 0.04% 271
2022
Q2 		– Sell
-2,558
Closed -$425K – 347
2022
Q1 		$425K Sell
2,558
-99
-4% -$16.3K 0.06% 223
2021
Q4 		$446K Buy
2,657
+602
+29% +$98.6K 0.06% 206
2021
Q3 		$336K Buy
2,055
+2
+0.1% +$321 0.05% 240
2021
Q2 		$326K Sell
2,053
-31
-1% -$4.91K 0.04% 231
2021
Q1 		$316K Sell
2,084
-20
-1% -$2.89K 0.05% 226
2020
Q4 		$288K Buy
+2,104
New +$270K 0.05% 211

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 22.9% 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

Mayflower Financial Advisors's IWD Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 9.6% in Q2 2026, selling an estimated $84.1K and leaving 3,399 shares worth $824K. The position accounts for 0.07% of the portfolio, ranked #219.

Mayflower Financial Advisors first reported a position in IWD in Q4 2020 and has held it in 22 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Mayflower Financial Advisors held 3,399 shares of iShares Russell 1000 Value ETF worth $824K as of Q2 2026.
  • Mayflower Financial Advisors sold 361 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $84.1K.
  • iShares Russell 1000 Value ETF made up 0.07% of Mayflower Financial Advisors's portfolio in Q2 2026, its #219 holding.
  • Mayflower Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.