Measured Wealth Private Client Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Measured Wealth Private Client Group’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	$16.7K	Sell	69 -8	-10%	-$1.86K	﹤0.01%	522
2026 Q1	$16.5K	Hold	77	–	–	﹤0.01%	517
2025 Q4	$16.2K	Hold	77	–	–	﹤0.01%	514
2025 Q3	$15.7K	Buy	+77	New	+$15.3K	﹤0.01%	509
2018 Q4	–	Sell	-2,367	Closed	-$299K	–	400
2018 Q3	$299K	Buy	+2,367	New	+$297K	0.18%	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

Measured Wealth Private Client Group's IWD Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 10% in Q2 2026, selling an estimated $1.86K and leaving 69 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Measured Wealth Private Client Group first reported a position in IWD in Q3 2018 and has held it in 5 quarters since. The position peaked at $299K in Q3 2018. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Measured Wealth Private Client Group held 69 shares of iShares Russell 1000 Value ETF worth $16.7K as of Q2 2026.
Measured Wealth Private Client Group sold 8 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.86K.
iShares Russell 1000 Value ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #522 holding.
Measured Wealth Private Client Group first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's iShares Russell 1000 Value ETF position peaked at $299K in Q3 2018.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.