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Mission Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mission Wealth 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
Q1 		$48M Buy
224,645
+2,765
+1% +$606K 0.99% 17
2025
Q4 		$46.7M Sell
221,880
-6,538
-3% -$1.35M 0.93% 18
2025
Q3 		$46.5M Sell
228,418
-6,712
-3% -$1.34M 0.92% 18
2025
Q2 		$45.7M Buy
235,130
+27,919
+13% +$5.17M 0.98% 16
2025
Q1 		$39M Buy
207,211
+21,377
+12% +$4.07M 0.96% 16
2024
Q4 		$34.4M Buy
185,834
+5,082
+3% +$975K 0.8% 20
2024
Q3 		$34.3M Sell
180,752
-2,242
-1% -$408K 0.83% 19
2024
Q2 		$31.9M Sell
182,994
-18,837
-9% -$3.29M 0.85% 20
2024
Q1 		$36.1M Buy
201,831
+6,706
+3% +$1.13M 0.95% 19
2023
Q4 		$32.2M Buy
195,125
+58,181
+42% +$8.98M 1.05% 18
2023
Q3 		$20.8M Sell
136,944
-5,304
-4% -$841K 0.77% 21
2023
Q2 		$22.5M Sell
142,248
-7,608
-5% -$1.16M 0.85% 21
2023
Q1 		$22.8M Sell
149,856
-4,644
-3% -$717K 0.96% 19
2022
Q4 		$23.4M Buy
154,500
+67,648
+78% +$10.1M 1.12% 19
2022
Q3 		$11.8M Buy
86,852
+38,322
+79% +$5.76M 0.63% 30
2022
Q2 		$7.04M Buy
48,530
+27,149
+127% +$4.25M 0.37% 37
2022
Q1 		$3.55M Buy
21,381
+3,959
+23% +$650K 0.16% 77
2021
Q4 		$2.93M Buy
17,422
+1,185
+7% +$194K 0.13% 87
2021
Q3 		$2.54M Sell
16,237
-366
-2% -$58.7K 0.13% 91
2021
Q2 		$2.63M Buy
16,603
+208
+1% +$32.9K 0.14% 80
2021
Q1 		$2.48M Buy
16,395
+772
+5% +$112K 0.14% 77
2020
Q4 		$2.14M Buy
15,623
+536
+4% +$68.8K 0.13% 80
2020
Q3 		$1.78M Sell
15,087
-103
-0.7% -$12.2K 0.13% 79
2020
Q2 		$1.71M Sell
15,190
-5,596
-27% -$615K 0.15% 78
2020
Q1 		$2.06M Sell
20,786
-7,396
-26% -$922K 0.23% 61
2019
Q4 		$3.85M Buy
28,182
+648
+2% +$85.4K 0.37% 40
2019
Q3 		$3.53M Buy
27,534
+760
+3% +$96.6K 0.38% 39
2019
Q2 		$3.41M Buy
26,774
+5,132
+24% +$642K 0.38% 39
2019
Q1 		$2.67M Buy
21,642
+200
+0.9% +$24K 0.31% 49
2018
Q4 		$2.38M Sell
21,442
-1,208
-5% -$145K 0.31% 45
2018
Q3 		$2.87M Buy
22,650
+414
+2% +$52K 0.38% 41
2018
Q2 		$2.7M Buy
22,236
+743
+3% +$90.3K 0.4% 40
2018
Q1 		$2.58M Sell
21,493
-1,430
-6% -$178K 0.42% 31
2017
Q4 		$2.85M Sell
22,923
-79
-0.3% -$9.57K 0.49% 31
2017
Q3 		$2.73M Sell
23,002
-84
-0.4% -$9.79K 0.5% 30
2017
Q2 		$2.69M Sell
23,086
-1,315
-5% -$151K 0.51% 31
2017
Q1 		$2.81M Buy
24,401
+35
+0.1% +$4.01K 0.55% 27
2016
Q4 		$2.73M Buy
24,366
+937
+4% +$101K 0.54% 27
2016
Q3 		$2.48M Sell
23,429
-104
-0.4% -$11K 0.6% 24
2016
Q2 		$2.43M Sell
23,533
-1,720
-7% -$174K 0.65% 22
2016
Q1 		$2.5M Hold
25,253
– – 0.67% 22
2015
Q4 		$2.47M Sell
25,253
-579
-2% -$57.5K 0.7% 20
2015
Q3 		$2.41M Sell
25,832
-25
-0.1% -$2.48K 0.73% 19
2015
Q2 		$2.67M Buy
+25,857
New +$2.71M 0.91% 19

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mission Wealth Management's IWD Position: Q1 2026 in Review

Mission Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 1.2% in Q1 2026, buying an estimated $606K and bringing the position to 224,645 shares worth $48M. The position accounts for 0.99% of the portfolio, ranked #17.

Mission Wealth Management first reported a position in IWD in Q2 2015 and has held it in 44 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Mission Wealth Management held 224,645 shares of iShares Russell 1000 Value ETF worth $48M as of Q1 2026.
  • Mission Wealth Management bought 2,765 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $606K.
  • iShares Russell 1000 Value ETF made up 0.99% of Mission Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Mission Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2015 and has held it in 44 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.