Miracle Mile Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Miracle Mile 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	$7.52M	Buy	31,037 +1,907	+7%	+$444K	0.09%	162
2026 Q1	$6.22M	Sell	29,130 -27	-0.1%	-$5.91K	0.09%	167
2025 Q4	$6.13M	Buy	29,157 +111	+0.4%	+$22.9K	0.09%	164
2025 Q3	$5.91M	Sell	29,046 -509	-2%	-$101K	0.09%	158
2025 Q2	$5.74M	Buy	29,555 +17,229	+140%	+$3.19M	0.1%	140
2025 Q1	$2.32M	Buy	12,326 +6,546	+113%	+$1.25M	0.05%	199
2024 Q4	$1.07M	Buy	5,780 +2,999	+108%	+$575K	0.02%	325
2024 Q3	$528K	Sell	2,781 -911	-25%	-$166K	0.01%	359
2024 Q2	$644K	Sell	3,692 -2	-0.1%	-$350	0.02%	321
2024 Q1	$662K	Sell	3,694 -928	-20%	-$157K	0.02%	320
2023 Q4	$764K	Buy	4,622 +1,297	+39%	+$200K	0.02%	289
2023 Q3	$505K	Hold	3,325	–	–	0.02%	324
2023 Q2	$525K	Sell	3,325 -348	-9%	-$53.2K	0.02%	343
2023 Q1	$559K	Buy	3,673 +837	+30%	+$129K	0.02%	343
2022 Q4	$430K	Sell	2,836 -62	-2%	-$9.28K	0.01%	380
2022 Q3	$394K	Sell	2,898 -476	-14%	-$71.5K	0.02%	323
2022 Q2	$489K	Sell	3,374 -886	-21%	-$139K	0.02%	298
2022 Q1	$707K	Sell	4,260 -3,495	-45%	-$574K	0.03%	277
2021 Q4	$1.3M	Buy	7,755 +62	+0.8%	+$10.2K	0.05%	219
2021 Q3	$1.2M	Hold	7,693	–	–	0.06%	209
2021 Q2	$1.22M	Sell	7,693 -57	-0.7%	-$9.02K	0.06%	192
2021 Q1	$1.18M	Buy	7,750 +57	+0.7%	+$8.25K	0.07%	191
2020 Q4	$1.05M	Buy	7,693 +1,482	+24%	+$190K	0.06%	197
2020 Q3	$734K	Hold	6,211	–	–	0.05%	208
2020 Q2	$699K	Sell	6,211 -5,700	-48%	-$627K	0.06%	201
2020 Q1	$1.18M	Buy	+11,911	New	+$1.48M	0.13%	122
2019 Q4	–	Sell	-2,681	Closed	-$344K	–	307
2019 Q3	$344K	Buy	+2,681	New	+$341K	0.02%	221
2018 Q2	–	Sell	-1,887	Closed	-$226K	–	164
2018 Q1	$226K	Buy	+1,887	New	+$235K	0.02%	138

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

Miracle Mile Advisors's IWD Position: Q2 2026 in Review

Miracle Mile Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 6.5% in Q2 2026, buying an estimated $444K and bringing the position to 31,037 shares worth $7.52M. The position accounts for 0.09% of the portfolio, ranked #162.

Miracle Mile Advisors first reported a position in IWD in Q1 2018 and has held it in 28 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Miracle Mile Advisors held 31,037 shares of iShares Russell 1000 Value ETF worth $7.52M as of Q2 2026.
Miracle Mile Advisors bought 1,907 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $444K.
iShares Russell 1000 Value ETF made up 0.09% of Miracle Mile Advisors's portfolio in Q2 2026, its #162 holding.
Miracle Mile Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2018 and has held it in 28 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Miracle Mile Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.