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

Medallion Wealth Advisors’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	$116K	Sell	480 -592	-55%	-$138K	0.04%	329
2026 Q1	$229K	Buy	1,072 +200	+23%	+$43.8K	0.07%	231
2025 Q4	$183K	Hold	872	–	–	0.06%	254
2025 Q3	$178K	Hold	872	–	–	0.06%	247
2025 Q2	$170K	Hold	872	–	–	0.07%	247
2025 Q1	$164K	Hold	872	–	–	0.07%	226
2024 Q4	$163K	Buy	+872	New	+$167K	0.08%	208

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

Medallion Wealth Advisors's IWD Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 55% in Q2 2026, selling an estimated $138K and leaving 480 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #329.

Medallion Wealth Advisors first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $229K in Q1 2026. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Medallion Wealth Advisors held 480 shares of iShares Russell 1000 Value ETF worth $116K as of Q2 2026.
Medallion Wealth Advisors sold 592 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $138K.
iShares Russell 1000 Value ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #329 holding.
Medallion Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $229K in Q1 2026.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.