MML Investors Services
IWD icon

MML Investors Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

MML Investors Services’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 		$73.8M Sell
304,240
-96,832
-24% -$22.6M 0.15% 138
2026
Q1 		$85.7M Sell
401,072
-54,212
-12% -$11.9M 0.24% 92
2025
Q4 		$95.8M Buy
455,284
+47,001
+12% +$9.71M 0.23% 87
2025
Q3 		$83.1M Buy
408,283
+9,528
+2% +$1.9M 0.22% 90
2025
Q2 		$77.5M Sell
398,755
-344
-0.1% -$63.7K 0.22% 88
2025
Q1 		$75.1M Buy
399,099
+21,833
+6% +$4.16M 0.25% 81
2024
Q4 		$69.8M Buy
377,266
+7,134
+2% +$1.37M 0.24% 79
2024
Q3 		$70.3M Sell
370,132
-5,117
-1% -$932K 0.26% 75
2024
Q2 		$65.5M Sell
375,249
-4,334
-1% -$758K 0.26% 72
2024
Q1 		$68M Sell
379,583
-18,070
-5% -$3.06M 0.28% 62
2023
Q4 		$65.7M Buy
397,653
+2,157
+0.5% +$333K 0.3% 60
2023
Q3 		$60M Buy
395,496
+8,487
+2% +$1.35M 0.33% 57
2023
Q2 		$61.1M Buy
387,009
+17,957
+5% +$2.75M 0.34% 54
2023
Q1 		$56.2M Buy
369,052
+95,092
+35% +$14.7M 0.4% 48
2022
Q4 		$41.5M Buy
273,960
+38,696
+16% +$5.79M 0.27% 79
2022
Q3 		$32M Sell
235,264
-9,129
-4% -$1.37M 0.24% 87
2022
Q2 		$35.4M Buy
244,393
+26,120
+12% +$4.09M 0.27% 75
2022
Q1 		$36.2M Sell
218,273
-7,310
-3% -$1.2M 0.26% 79
2021
Q4 		$37.9M Buy
225,583
+26,549
+13% +$4.35M 0.27% 70
2021
Q3 		$31.2M Buy
199,034
+12,369
+7% +$1.98M 0.25% 81
2021
Q2 		$29.6M Buy
186,665
+13,245
+8% +$2.1M 0.25% 81
2021
Q1 		$26.3M Buy
173,420
+12,236
+8% +$1.77M 0.25% 85
2020
Q4 		$22M Buy
161,184
+5,114
+3% +$656K 0.24% 95
2020
Q3 		$18.4M Buy
156,070
+10,510
+7% +$1.25M 0.23% 99
2020
Q2 		$16.4M Sell
145,560
-16,740
-10% -$1.84M 0.22% 107
2020
Q1 		$16.1M Sell
162,300
-33,096
-17% -$4.12M 0.28% 87
2019
Q4 		$26.7M Sell
195,396
-398
-0.2% -$52.5K 0.38% 54
2019
Q3 		$25.1M Sell
195,794
-25,865
-12% -$3.29M 0.4% 48
2019
Q2 		$28.2M Sell
221,659
-7,826
-3% -$979K 0.4% 49
2019
Q1 		$28.3M Sell
229,485
-54,116
-19% -$6.5M 0.44% 44
2018
Q4 		$31.5M Buy
283,601
+9,806
+4% +$1.18M 0.57% 30
2018
Q3 		$34.7M Sell
273,795
-16,459
-6% -$2.07M 0.58% 28
2018
Q2 		$35.2M Sell
290,254
-51,833
-15% -$6.3M 0.77% 25
2018
Q1 		$41M Buy
342,087
+62,966
+23% +$7.85M 0.87% 17
2017
Q4 		$34.7M Buy
279,121
+8,904
+3% +$1.08M 0.66% 30
2017
Q3 		$32M Buy
270,217
+14,486
+6% +$1.69M 0.66% 31
2017
Q2 		$29.8M Buy
+255,731
New +$29.4M 0.57% 43

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

MML Investors Services's IWD Position: Q2 2026 in Review

MML Investors Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 24% in Q2 2026, selling an estimated $22.6M and leaving 304,240 shares worth $73.8M. The position accounts for 0.15% of the portfolio, ranked #138.

MML Investors Services first reported a position in IWD in Q2 2017 and has held it in 37 quarters since. The position peaked at $95.8M in Q4 2025. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • MML Investors Services held 304,240 shares of iShares Russell 1000 Value ETF worth $73.8M as of Q2 2026.
  • MML Investors Services sold 96,832 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $22.6M.
  • iShares Russell 1000 Value ETF made up 0.15% of MML Investors Services's portfolio in Q2 2026, its #138 holding.
  • MML Investors Services first reported a position in iShares Russell 1000 Value ETF in Q2 2017 and has held it in 37 quarters since.
  • MML Investors Services's iShares Russell 1000 Value ETF position peaked at $95.8M in Q4 2025.
  • 1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.