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

MBL 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	$1.11M	Sell	4,594 -40	-0.9%	-$9.32K	0.08%	123
2026 Q1	$990K	Hold	4,634	–	–	0.07%	126
2025 Q4	$975K	Buy	4,634 +2,800	+153%	+$578K	0.08%	122
2025 Q3	$373K	Hold	1,834	–	–	0.03%	181
2025 Q2	$356K	Hold	1,834	–	–	0.03%	173
2025 Q1	$345K	Sell	1,834 -10	-0.5%	-$1.9K	0.03%	164
2024 Q4	$341K	Hold	1,844	–	–	0.03%	161
2024 Q3	$350K	Hold	1,844	–	–	0.04%	150
2024 Q2	$322K	Hold	1,844	–	–	0.04%	157
2024 Q1	$330K	Hold	1,844	–	–	0.04%	148
2023 Q4	$305K	Hold	1,844	–	–	0.04%	136
2023 Q3	$280K	Hold	1,844	–	–	0.04%	143
2023 Q2	$291K	Sell	1,844 -150	-8%	-$22.9K	0.04%	138
2023 Q1	$304K	Sell	1,994 -25	-1%	-$3.86K	0.05%	125
2022 Q4	$306K	Sell	2,019 -48	-2%	-$7.18K	0.06%	127
2022 Q3	$281K	Buy	2,067 +223	+12%	+$33.5K	0.06%	126
2022 Q2	$267K	Hold	1,844	–	–	0.07%	115
2022 Q1	$306K	Buy	+1,844	New	+$303K	0.07%	131
2021 Q1	$282K	Sell	1,859 -30	-2%	-$4.34K	0.1%	120
2020 Q4	$258K	Buy	+1,889	New	+$242K	0.1%	109

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 22.96% 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

MBL Wealth's IWD Position: Q2 2026 in Review

MBL Wealth reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.86% in Q2 2026, selling an estimated $9.32K and leaving 4,594 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #123.

MBL Wealth first reported a position in IWD in Q4 2020 and has held it in 20 quarters since. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

MBL Wealth held 4,594 shares of iShares Russell 1000 Value ETF worth $1.11M as of Q2 2026.
MBL Wealth sold 40 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $9.32K.
iShares Russell 1000 Value ETF made up 0.08% of MBL Wealth's portfolio in Q2 2026, its #123 holding.
MBL Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 20 quarters since.
1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.