Miller Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Miller Investment 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 Q2	–	Sell	-3,368	Closed	-$720K	–	84
2026 Q1	$720K	Hold	3,368	–	–	0.07%	59
2025 Q4	$708K	Hold	3,368	–	–	0.07%	64
2025 Q3	$686K	Hold	3,368	–	–	0.07%	73
2025 Q2	$654K	Hold	3,368	–	–	0.07%	74
2025 Q1	$634K	Hold	3,368	–	–	0.07%	77
2024 Q4	$624K	Hold	3,368	–	–	0.07%	77
2024 Q3	$639K	Hold	3,368	–	–	0.07%	79
2024 Q2	$588K	Hold	3,368	–	–	0.07%	77
2024 Q1	$603K	Sell	3,368 -1,500	-31%	-$254K	0.08%	80
2023 Q4	$804K	Sell	4,868 -5,000	-51%	-$772K	0.11%	70
2023 Q3	$1.5M	Hold	9,868	–	–	0.24%	47
2023 Q2	$1.56M	Hold	9,868	–	–	0.24%	48
2023 Q1	$1.5M	Hold	9,868	–	–	0.25%	45
2022 Q4	$1.5M	Buy	+9,868	New	+$1.48M	0.25%	45

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 Investment Management's IWD Position: Q2 2026 in Review

Miller Investment Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 3,368 shares — an estimated $720K sold.

Miller Investment Management first reported a position in IWD in Q4 2022 and held it in 14 quarters. The position peaked at $1.56M in Q2 2023. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Miller Investment Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
Miller Investment Management sold 3,368 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $720K.
Miller Investment Management first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 14 quarters.
Miller Investment Management's iShares Russell 1000 Value ETF position peaked at $1.56M in Q2 2023.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Miller Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.