Miller Howard Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

Miller Howard Investments’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	$461K	Buy	1,900 +753	+66%	+$175K	0.01%	131
2026 Q1	$245K	Sell	1,147 -4,954	-81%	-$1.08M	0.01%	131
2025 Q4	$1.28M	Buy	+6,101	New	+$1.26M	0.04%	118
2025 Q2	–	Sell	-2,082	Closed	-$392K	–	140
2025 Q1	$392K	Sell	2,082 -3,198	-61%	-$609K	0.01%	134
2024 Q4	$977K	Buy	+5,280	New	+$1.01M	0.03%	115
2023 Q4	–	Sell	-5,229	Closed	-$794K	–	200
2023 Q3	$794K	Buy	5,229 +3,877	+287%	+$615K	0.03%	133
2023 Q2	$213K	Sell	1,352 -14	-1%	-$2.14K	0.01%	187
2023 Q1	$208K	Sell	1,366 -4,024	-75%	-$621K	0.01%	191
2022 Q4	$817K	Buy	5,390 +1,483	+38%	+$222K	0.03%	142
2022 Q3	$531K	Sell	3,907 -2,402	-38%	-$361K	0.02%	147
2022 Q2	$915K	Buy	+6,309	New	+$987K	0.04%	139
2022 Q1	–	Sell	-8,935	Closed	-$1.5M	–	155
2021 Q4	$1.5M	Buy	8,935 +6,398	+252%	+$1.05M	0.06%	125
2021 Q3	$397K	Buy	+2,537	New	+$407K	0.02%	141
2021 Q1	–	Sell	-5,420	Closed	-$741K	–	151
2020 Q4	$741K	Buy	+5,420	New	+$695K	0.03%	133
2020 Q2	–	Sell	-19,624	Closed	-$1.95M	–	138
2020 Q1	$1.95M	Buy	+19,624	New	+$2.45M	0.1%	86
2019 Q1	–	Sell	-102,900	Closed	-$11.4M	–	158
2018 Q4	$11.4M	Buy	+102,900	New	+$12.3M	0.33%	59
2017 Q1	–	Sell	-4,278	Closed	-$479K	–	190
2016 Q4	$479K	Buy	+4,278	New	+$462K	0.01%	172

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

Miller Howard Investments's IWD Position: Q2 2026 in Review

Miller Howard Investments increased its iShares Russell 1000 Value ETF (IWD) stake by 66% in Q2 2026, buying an estimated $175K and bringing the position to 1,900 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #131.

Miller Howard Investments first reported a position in IWD in Q4 2016 and has held it in 17 quarters since. The position peaked at $11.4M in Q4 2018. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Miller Howard Investments held 1,900 shares of iShares Russell 1000 Value ETF worth $461K as of Q2 2026.
Miller Howard Investments bought 753 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $175K.
iShares Russell 1000 Value ETF made up 0.01% of Miller Howard Investments's portfolio in Q2 2026, its #131 holding.
Miller Howard Investments first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 17 quarters since.
Miller Howard Investments's iShares Russell 1000 Value ETF position peaked at $11.4M in Q4 2018.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Miller Howard Investments's 13F filing for Q2 2026, filed 31 Jul 2026.