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

MBM Wealth Consultants’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	–	Sell	-138	Closed	-$29.4K	–	246
2026 Q1	$29.4K	Buy	+138	New	+$30.2K	0.01%	181
2023 Q2	–	Sell	-84	Closed	-$13K	–	185
2023 Q1	$13K	Hold	84	–	–	0.01%	205
2022 Q4	$13K	Hold	84	–	–	0.01%	217
2022 Q3	$12K	Hold	84	–	–	0.01%	208
2022 Q2	$12K	Hold	84	–	–	0.01%	215
2022 Q1	$14K	Hold	84	–	–	0.01%	227
2021 Q4	$14K	Hold	84	–	–	0.01%	216
2021 Q3	$13K	Hold	84	–	–	0.01%	221
2021 Q2	$13K	Hold	84	–	–	0.01%	210
2021 Q1	$13K	Hold	84	–	–	0.01%	203
2020 Q4	$11K	Hold	84	–	–	0.01%	185
2020 Q3	$10K	Hold	84	–	–	0.01%	178
2020 Q2	$9K	Hold	84	–	–	0.01%	175
2020 Q1	$8K	Hold	84	–	–	0.01%	163
2019 Q4	$11K	Hold	84	–	–	0.01%	169
2019 Q3	$11K	Hold	84	–	–	0.01%	162
2019 Q2	$11K	Hold	84	–	–	0.01%	164
2019 Q1	$10K	Hold	84	–	–	0.01%	169
2018 Q4	$9K	Buy	+84	New	+$10.1K	0.01%	181

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

MBM Wealth Consultants's IWD Position: Q2 2026 in Review

MBM Wealth Consultants sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 138 shares — an estimated $29.4K sold.

MBM Wealth Consultants first reported a position in IWD in Q4 2018 and held it in 19 quarters. The position peaked at $29.4K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

MBM Wealth Consultants reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 138 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $29.4K.
MBM Wealth Consultants first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's iShares Russell 1000 Value ETF position peaked at $29.4K in Q1 2026.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.