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

Millennium 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 Q2	$275K	Hold	1,134	–	–	0.15%	112
2026 Q1	$242K	Hold	1,134	–	–	0.15%	110
2025 Q4	$239K	Hold	1,134	–	–	0.14%	116
2025 Q3	$231K	Hold	1,134	–	–	0.14%	122
2025 Q2	$220K	Hold	1,134	–	–	0.15%	113
2025 Q1	$213K	Hold	1,134	–	–	0.16%	104
2024 Q4	$210K	Hold	1,134	–	–	0.14%	107
2024 Q3	$215K	Buy	+1,134	New	+$207K	0.14%	112
2024 Q2	–	Sell	-1,134	Closed	-$203K	–	125
2024 Q1	$203K	Buy	+1,134	New	+$192K	0.14%	116
2022 Q2	–	Sell	-1,346	Closed	-$223K	–	97
2022 Q1	$223K	Hold	1,346	–	–	0.18%	96
2021 Q4	$226K	Buy	+1,346	New	+$221K	0.18%	99

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 22.96% 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

Millennium Capital Advisors's IWD Position: Q2 2026 in Review

Millennium Capital Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,134 shares worth $275K. The position accounts for 0.15% of the portfolio, ranked #112.

Millennium Capital Advisors first reported a position in IWD in Q4 2021 and has held it in 11 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Millennium Capital Advisors held 1,134 shares of iShares Russell 1000 Value ETF worth $275K as of Q2 2026.
Millennium Capital Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.15% of Millennium Capital Advisors's portfolio in Q2 2026, its #112 holding.
Millennium Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 11 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Millennium Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.