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Mirador Capital Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mirador Capital Partners’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 		$686K Buy
2,829
+9
+0.3% +$2.1K 0.08% 127
2026
Q1 		$603K Buy
2,820
+10
+0.4% +$2.19K 0.09% 131
2025
Q4 		$591K Buy
2,810
+14
+0.5% +$2.89K 0.08% 134
2025
Q3 		$569K Buy
2,796
+12
+0.4% +$2.39K 0.08% 135
2025
Q2 		$541K Buy
2,784
+13
+0.5% +$2.41K 0.09% 133
2025
Q1 		$521K Buy
2,771
+11
+0.4% +$2.1K 0.09% 133
2024
Q4 		$511K Buy
2,760
+15
+0.5% +$2.88K 0.09% 127
2024
Q3 		$521K Buy
2,745
+15
+0.5% +$2.73K 0.09% 121
2024
Q2 		$476K Buy
2,730
+11
+0.4% +$1.92K 0.09% 123
2024
Q1 		$487K Buy
2,719
+11
+0.4% +$1.86K 0.09% 128
2023
Q4 		$447K Buy
2,708
+34
+1% +$5.25K 0.09% 126
2023
Q3 		$406K Hold
2,674
– – 0.09% 131
2023
Q2 		$422K Buy
2,674
+10
+0.4% +$1.53K 0.1% 127
2023
Q1 		$406K Buy
2,664
+14
+0.5% +$2.16K 0.1% 128
2022
Q4 		$402K Buy
2,650
+34
+1% +$5.09K 0.1% 128
2022
Q3 		$356K Sell
2,616
-116
-4% -$17.4K 0.09% 141
2022
Q2 		$396K Buy
2,732
+128
+5% +$20K 0.09% 135
2022
Q1 		$432K Buy
2,604
+11
+0.4% +$1.81K 0.09% 149
2021
Q4 		$436K Buy
2,593
+24
+0.9% +$3.93K 0.09% 155
2021
Q3 		$402K Hold
2,569
– – 0.09% 155
2021
Q2 		$407K Sell
2,569
-1
-0% -$158 0.09% 152
2021
Q1 		$389K Hold
2,570
– – 0.1% 132
2020
Q4 		$351K Buy
2,570
+12
+0.5% +$1.54K 0.1% 138
2020
Q3 		$302K Sell
2,558
-447
-15% -$53K 0.09% 137
2020
Q2 		$338K Buy
3,005
+16
+0.5% +$1.76K 0.13% 113
2020
Q1 		$316K Sell
2,989
-180
-6% -$22.4K 0.13% 104
2019
Q4 		$432K Sell
3,169
-184
-5% -$24.3K 0.17% 115
2019
Q3 		$430K Sell
3,353
-590
-15% -$75K 0.19% 112
2019
Q2 		$502K Buy
3,943
+906
+30% +$113K 0.25% 86
2019
Q1 		$375K Buy
3,037
+16
+0.5% +$1.92K 0.2% 91
2018
Q4 		$335K Buy
+3,021
New +$362K 0.21% 89

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Mirador Capital Partners's IWD Position: Q2 2026 in Review

Mirador Capital Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 0.32% in Q2 2026, buying an estimated $2.1K and bringing the position to 2,829 shares worth $686K. The position accounts for 0.08% of the portfolio, ranked #127.

Mirador Capital Partners first reported a position in IWD in Q4 2018 and has held it in 31 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Mirador Capital Partners held 2,829 shares of iShares Russell 1000 Value ETF worth $686K as of Q2 2026.
  • Mirador Capital Partners bought 9 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.1K.
  • iShares Russell 1000 Value ETF made up 0.08% of Mirador Capital Partners's portfolio in Q2 2026, its #127 holding.
  • Mirador Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.