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

Mezzasalma 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 Q1	$926K	Hold	4,333	–	–	0.24%	61
2025 Q4	$919K	Hold	4,333	–	–	0.22%	65
2025 Q3	$882K	Hold	4,333	–	–	0.23%	65
2025 Q2	$842K	Hold	4,333	–	–	0.25%	56
2025 Q1	$815K	Hold	4,333	–	–	0.28%	55
2024 Q4	$802K	Buy	+4,333	New	+$831K	0.26%	52

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mezzasalma Advisors's IWD Position: Q1 2026 in Review

Mezzasalma Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 4,333 shares worth $926K. The position accounts for 0.24% of the portfolio, ranked #61.

Mezzasalma Advisors first reported a position in IWD in Q4 2024 and has held it in 6 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Mezzasalma Advisors held 4,333 shares of iShares Russell 1000 Value ETF worth $926K as of Q1 2026.
Mezzasalma Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.24% of Mezzasalma Advisors's portfolio in Q1 2026, its #61 holding.
Mezzasalma Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 6 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.