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

Milestone Investment 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
Q2 		$14.5K Hold
60
– – ﹤0.01% 126
2026
Q1 		$12.8K Hold
60
– – ﹤0.01% 127
2025
Q4 		$12.6K Hold
60
– – ﹤0.01% 124
2025
Q3 		$12.2K Sell
60
-158
-72% -$31.4K ﹤0.01% 116
2025
Q2 		$42.3K Hold
218
– – 0.01% 105
2025
Q1 		$41K Buy
+218
New +$41.5K 0.01% 106

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

Milestone Investment Advisors's IWD Position: Q2 2026 in Review

Milestone Investment Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 60 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #126.

Milestone Investment Advisors first reported a position in IWD in Q1 2025 and has held it in 6 quarters since. The position peaked at $42.3K in Q2 2025. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Milestone Investment Advisors held 60 shares of iShares Russell 1000 Value ETF worth $14.5K as of Q2 2026.
  • Milestone Investment Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Milestone Investment Advisors's portfolio in Q2 2026, its #126 holding.
  • Milestone Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Milestone Investment Advisors's iShares Russell 1000 Value ETF position peaked at $42.3K in Q2 2025.
  • 1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.