MidAtlantic Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

MidAtlantic Capital 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
2026 Q1	–	Sell	-31	Closed	-$6.52K	–	142
2025 Q4	$6.52K	Buy	+31	New	+$6.4K	﹤0.01%	213
2025 Q1	–	Sell	-48	Closed	-$8.89K	–	144
2024 Q4	$8.89K	Hold	48	–	–	0.01%	213
2024 Q3	$9.11K	Hold	48	–	–	0.01%	206
2024 Q2	$8.38K	Hold	48	–	–	0.01%	196
2024 Q1	$8.6K	Hold	48	–	–	0.01%	207
2023 Q4	$7.93K	Buy	+48	New	+$7.41K	0.01%	205

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MidAtlantic Capital Management's IWD Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 31 shares — an estimated $6.52K sold.

MidAtlantic Capital Management first reported a position in IWD in Q4 2023 and held it in 6 quarters. The position peaked at $9.11K in Q3 2024. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

MidAtlantic Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
MidAtlantic Capital Management sold 31 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $6.52K.
MidAtlantic Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and held it in 6 quarters.
MidAtlantic Capital Management's iShares Russell 1000 Value ETF position peaked at $9.11K in Q3 2024.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.