MP
IWD icon

McDonald Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

McDonald Partners’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
Q1 		$395K Hold
1,850
– – 0.09% 157
2025
Q4 		$389K Hold
1,850
– – 0.12% 148
2025
Q3 		$377K Sell
1,850
-65
-3% -$12.9K 0.11% 166
2025
Q2 		$372K Hold
1,915
– – 0.09% 194
2025
Q1 		$360K Hold
1,915
– – 0.09% 190
2024
Q4 		$355K Hold
1,915
– – 0.09% 187
2024
Q3 		$364K Hold
1,915
– – 0.09% 185
2024
Q2 		$334K Sell
1,915
-11
-0.6% -$1.92K 0.09% 193
2024
Q1 		$345K Hold
1,926
– – 0.09% 192
2023
Q4 		$318K Buy
1,926
+150
+8% +$23.2K 0.09% 193
2023
Q3 		$270K Hold
1,776
– – 0.09% 199
2023
Q2 		$280K Hold
1,776
– – 0.09% 204
2023
Q1 		$270K Hold
1,776
– – 0.09% 201
2022
Q4 		$269K Hold
1,776
– – 0.09% 192
2022
Q3 		$242K Sell
1,776
-7,666
-81% -$1.15M 0.09% 193
2022
Q2 		$1.37M Sell
9,442
-1,500
-14% -$235K 0.35% 84
2022
Q1 		$1.82M Buy
10,942
+10,682
+4,108% +$1.75M 0.4% 71
2021
Q4 		$43.7K Sell
260
-7,458
-97% -$1.22M 0.04% 113
2021
Q3 		$1.21M Sell
7,718
-6
-0.1% -$962 0.28% 102
2021
Q2 		$1.23M Buy
7,724
+35
+0.5% +$5.54K 0.29% 99
2021
Q1 		$1.17M Buy
7,689
+2,668
+53% +$386K 0.3% 98
2020
Q4 		$687K Buy
+5,021
New +$644K 0.19% 134

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

McDonald Partners's IWD Position: Q1 2026 in Review

McDonald Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,850 shares worth $395K. The position accounts for 0.09% of the portfolio, ranked #157.

McDonald Partners first reported a position in IWD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.82M in Q1 2022. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • McDonald Partners held 1,850 shares of iShares Russell 1000 Value ETF worth $395K as of Q1 2026.
  • McDonald Partners left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Value ETF made up 0.09% of McDonald Partners's portfolio in Q1 2026, its #157 holding.
  • McDonald Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's iShares Russell 1000 Value ETF position peaked at $1.82M in Q1 2022.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.