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

MilWealth 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	$150K	Hold	618	–	–	0.03%	34
2026 Q1	$132K	Hold	618	–	–	0.03%	33
2025 Q4	$130K	Hold	618	–	–	0.03%	34
2025 Q3	$126K	Hold	618	–	–	0.03%	32
2025 Q2	$120K	Hold	618	–	–	0.03%	32
2025 Q1	$116K	Hold	618	–	–	0.03%	31
2024 Q4	$114K	Hold	618	–	–	0.03%	39
2024 Q3	$117K	Hold	618	–	–	0.03%	29
2024 Q2	$108K	Hold	618	–	–	0.03%	28
2024 Q1	$111K	Hold	618	–	–	0.04%	28
2023 Q4	$102K	Hold	618	–	–	0.03%	29
2023 Q3	$93.9K	Hold	618	–	–	0.04%	27
2023 Q2	$97.6K	Sell	618 -131	-17%	-$20K	0.04%	26
2023 Q1	$114K	Hold	749	–	–	0.05%	25
2022 Q4	$114K	Sell	749 -566	-43%	-$84.7K	0.05%	26
2022 Q3	$179K	Hold	1,315	–	–	0.08%	24
2022 Q2	$191K	Hold	1,315	–	–	0.08%	24
2022 Q1	$218K	Hold	1,315	–	–	0.08%	28
2021 Q4	$221K	Hold	1,315	–	–	0.08%	25
2021 Q3	$206K	Hold	1,315	–	–	0.08%	23
2021 Q2	$209K	Hold	1,315	–	–	0.09%	21
2021 Q1	$199K	Hold	1,315	–	–	0.1%	19
2020 Q4	$180K	Hold	1,315	–	–	0.09%	21
2020 Q3	$155K	Hold	1,315	–	–	0.09%	23
2020 Q2	$148K	Hold	1,315	–	–	0.09%	21
2020 Q1	$130K	Hold	1,315	–	–	0.1%	22
2019 Q4	$180K	Hold	1,315	–	–	0.14%	17
2019 Q3	$169K	Hold	1,315	–	–	0.14%	19
2019 Q2	$167K	Hold	1,315	–	–	0.14%	18
2019 Q1	$162K	Hold	1,315	–	–	0.15%	18
2018 Q4	$146K	Buy	+1,315	New	+$158K	0.14%	19

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

MilWealth Group's IWD Position: Q2 2026 in Review

MilWealth Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 618 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #34.

MilWealth Group first reported a position in IWD in Q4 2018 and has held it in 31 quarters since. The position peaked at $221K in Q4 2021. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

MilWealth Group held 618 shares of iShares Russell 1000 Value ETF worth $150K as of Q2 2026.
MilWealth Group left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.03% of MilWealth Group's portfolio in Q2 2026, its #34 holding.
MilWealth Group first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 31 quarters since.
MilWealth Group's iShares Russell 1000 Value ETF position peaked at $221K in Q4 2021.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.