McCarthy & Cox’s iShares Russell 1000 Value ETF IWD Stock Holding History

McCarthy & Cox’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
2025 Q4	–	Sell	-2,087	Closed	-$425K	–	47
2025 Q3	$425K	Buy	2,087 +2	+0.1%	+$398	0.1%	45
2025 Q2	$405K	Sell	2,085 -4	-0.2%	-$741	0.11%	44
2025 Q1	$393K	Sell	2,089 -199	-9%	-$37.9K	0.17%	38
2024 Q4	$424K	Buy	2,288 +2	+0.1%	+$384	0.15%	36
2024 Q3	$434K	Buy	2,286 +3	+0.1%	+$547	0.17%	36
2024 Q2	$398K	Buy	2,283 +2	+0.1%	+$350	0.15%	36
2024 Q1	$409K	Buy	+2,281	New	+$386K	0.15%	36

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

McCarthy & Cox's IWD Position: Q4 2025 in Review

McCarthy & Cox sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 2,087 shares — an estimated $425K sold.

McCarthy & Cox first reported a position in IWD in Q1 2024 and held it in 7 quarters. The position peaked at $434K in Q3 2024. 1,906 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

McCarthy & Cox reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
McCarthy & Cox sold 2,087 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $425K.
McCarthy & Cox first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and held it in 7 quarters.
McCarthy & Cox's iShares Russell 1000 Value ETF position peaked at $434K in Q3 2024.
1,906 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.