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Millstone Evans Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Millstone Evans Group’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 		$252K Hold
1,039
– – 0.14% 118
2026
Q1 		$222K Hold
1,039
– – 0.13% 130
2025
Q4 		$219K Buy
1,039
+179
+21% +$37K 0.13% 133
2025
Q3 		$175K Hold
860
– – 0.11% 143
2025
Q2 		$167K Hold
860
– – 0.11% 142
2025
Q1 		$162K Buy
860
+744
+641% +$142K 0.11% 143
2024
Q4 		$21.5K Buy
+116
New +$22.3K 0.01% 410

Other funds holding IWD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Millstone Evans Group's IWD Position: Q2 2026 in Review

Millstone Evans Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,039 shares worth $252K. The position accounts for 0.14% of the portfolio, ranked #118.

Millstone Evans Group first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,738 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Millstone Evans Group held 1,039 shares of iShares Russell 1000 Value ETF worth $252K as of Q2 2026.
  • Millstone Evans Group left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.14% of Millstone Evans Group's portfolio in Q2 2026, its #118 holding.
  • Millstone Evans Group first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,738 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.