MJP Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

MJP Associates’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	$369K	Sell	1,725 -129	-7%	-$28.3K	0.04%	141
2025 Q4	$390K	Sell	1,854 -174,307	-99%	-$36M	0.05%	158
2025 Q3	$35.9M	Sell	176,161 -5,736	-3%	-$1.14M	4.72%	7
2025 Q2	$35.3M	Buy	+181,897	New	+$33.7M	5.24%	6
2025 Q1	–	Sell	-1,544	Closed	-$286K	–	242
2024 Q4	$286K	Buy	1,544 +8	+0.5%	+$1.53K	0.05%	173
2024 Q3	$292K	Buy	+1,536	New	+$280K	0.06%	161

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MJP Associates's IWD Position: Q1 2026 in Review

MJP Associates reduced its iShares Russell 1000 Value ETF (IWD) stake by 7% in Q1 2026, selling an estimated $28.3K and leaving 1,725 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #141.

MJP Associates first reported a position in IWD in Q3 2024 and has held it in 6 quarters since. The position peaked at $35.9M in Q3 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

MJP Associates held 1,725 shares of iShares Russell 1000 Value ETF worth $369K as of Q1 2026.
MJP Associates sold 129 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $28.3K.
iShares Russell 1000 Value ETF made up 0.04% of MJP Associates's portfolio in Q1 2026, its #141 holding.
MJP Associates first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 6 quarters since.
MJP Associates's iShares Russell 1000 Value ETF position peaked at $35.9M in Q3 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.