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Merrithew & Thorsten Inc’s iShares Russell 1000 Value ETF IWD Stock Holding History

Merrithew & Thorsten Inc’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 		$74K Buy
306
+1
+0.3% +$233 0.06% 41
2026
Q1 		$65K Buy
305
+1
+0.3% +$219 0.06% 44
2025
Q4 		$63K Buy
+304
New +$62.8K 0.07% 41

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Merrithew & Thorsten Inc's IWD Position: Q2 2026 in Review

Merrithew & Thorsten Inc increased its iShares Russell 1000 Value ETF (IWD) stake by 0.33% in Q2 2026, buying an estimated $233 and bringing the position to 306 shares worth $74K. The position accounts for 0.06% of the portfolio, ranked #41.

Merrithew & Thorsten Inc first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Merrithew & Thorsten Inc held 306 shares of iShares Russell 1000 Value ETF worth $74K as of Q2 2026.
  • Merrithew & Thorsten Inc bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
  • iShares Russell 1000 Value ETF made up 0.06% of Merrithew & Thorsten Inc's portfolio in Q2 2026, its #41 holding.
  • Merrithew & Thorsten Inc first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Merrithew & Thorsten Inc's 13F filing for Q2 2026, filed 31 Jul 2026.