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MGB Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

MGB Wealth Management’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
2025
Q4 		$53.6K Buy
255
+2
+0.8% +$413 0.02% 262
2025
Q3 		$51.6K Hold
253
– – 0.01% 264
2025
Q2 		$49.2K Sell
253
-111
-30% -$20.6K 0.02% 259
2025
Q1 		$68.5K Buy
+364
New +$69.3K 0.02% 243

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

MGB Wealth Management's IWD Position: Q4 2025 in Review

MGB Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.79% in Q4 2025, buying an estimated $413 and bringing the position to 255 shares worth $53.6K. The position accounts for 0.02% of the portfolio, ranked #262.

MGB Wealth Management first reported a position in IWD in Q1 2025 and has held it in 4 quarters since. The position peaked at $68.5K in Q1 2025. 1,906 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

  • MGB Wealth Management held 255 shares of iShares Russell 1000 Value ETF worth $53.6K as of Q4 2025.
  • MGB Wealth Management bought 2 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $413.
  • iShares Russell 1000 Value ETF made up 0.02% of MGB Wealth Management's portfolio in Q4 2025, its #262 holding.
  • MGB Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 4 quarters since.
  • MGB Wealth Management's iShares Russell 1000 Value ETF position peaked at $68.5K in Q1 2025.
  • 1,906 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.