Michels Family Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Michels Family Financial’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	$911K	Sell	3,760 -33	-0.9%	-$7.69K	0.58%	51
2026 Q1	$810K	Sell	3,793 -22	-0.6%	-$4.82K	0.58%	50
2025 Q4	$802K	Buy	3,815 +2	+0.1%	+$413	0.59%	52
2025 Q3	$776K	Sell	3,813 -105	-3%	-$20.9K	0.6%	51
2025 Q2	$761K	Buy	3,918 +4	+0.1%	+$741	0.65%	45
2025 Q1	$737K	Sell	3,914 -20	-0.5%	-$3.81K	0.67%	45
2024 Q4	$728K	Buy	+3,934	New	+$755K	0.67%	42

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 22.9% 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

Michels Family Financial's IWD Position: Q2 2026 in Review

Michels Family Financial reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.87% in Q2 2026, selling an estimated $7.69K and leaving 3,760 shares worth $911K. The position accounts for 0.58% of the portfolio, ranked #51.

Michels Family Financial first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Michels Family Financial held 3,760 shares of iShares Russell 1000 Value ETF worth $911K as of Q2 2026.
Michels Family Financial sold 33 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $7.69K.
iShares Russell 1000 Value ETF made up 0.58% of Michels Family Financial's portfolio in Q2 2026, its #51 holding.
Michels Family Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.