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 Q2	–	Sell	-1,725	Closed	-$369K	–	245
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 $1.55T 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

MJP Associates's IWD Position: Q2 2026 in Review

MJP Associates sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 1,725 shares — an estimated $369K sold.

MJP Associates first reported a position in IWD in Q3 2024 and held it in 6 quarters. The position peaked at $35.9M in Q3 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

MJP Associates reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
MJP Associates sold 1,725 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $369K.
MJP Associates first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and held it in 6 quarters.
MJP Associates's iShares Russell 1000 Value ETF position peaked at $35.9M in Q3 2025.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.