Mill Creek Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mill Creek Capital 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	$5.01M	Hold	23,465	–	–	0.1%	59
2025 Q4	$4.94M	Sell	23,465 -4,568	-16%	-$944K	0.1%	60
2025 Q3	$5.71M	Buy	28,033 +844	+3%	+$168K	0.12%	58
2025 Q2	$5.28M	Hold	27,189	–	–	0.12%	54
2025 Q1	$5.12M	Sell	27,189 -5,742	-17%	-$1.09M	0.12%	48
2024 Q4	$6.1M	Hold	32,931	–	–	0.15%	47
2024 Q3	$6.25M	Hold	32,931	–	–	0.15%	44
2024 Q2	$5.75M	Sell	32,931 -50,100	-60%	-$8.76M	0.15%	50
2024 Q1	$14.9M	Hold	83,031	–	–	0.4%	28
2023 Q4	$13.7M	Hold	83,031	–	–	0.41%	28
2023 Q3	$12.6M	Buy	83,031 +4,013	+5%	+$636K	0.42%	29
2023 Q2	$12.5M	Buy	79,018 +74,110	+1,510%	+$11.3M	0.4%	28
2023 Q1	$747K	Hold	4,908	–	–	0.03%	124
2022 Q4	$744K	Buy	+4,908	New	+$735K	0.03%	115

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

Mill Creek Capital Advisors's IWD Position: Q1 2026 in Review

Mill Creek Capital Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 23,465 shares worth $5.01M. The position accounts for 0.1% of the portfolio, ranked #59.

Mill Creek Capital Advisors first reported a position in IWD in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.9M in Q1 2024. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Mill Creek Capital Advisors held 23,465 shares of iShares Russell 1000 Value ETF worth $5.01M as of Q1 2026.
Mill Creek Capital Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.1% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #59 holding.
Mill Creek Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 14 quarters since.
Mill Creek Capital Advisors's iShares Russell 1000 Value ETF position peaked at $14.9M in Q1 2024.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.