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

Modern 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 Q2	$29.7M	Buy	122,334 +116,574	+2,024%	+$27.2M	0.35%	61
2026 Q1	$1.24M	Buy	+5,760	New	+$1.26M	0.02%	379
2025 Q2	–	Sell	-3,055	Closed	-$575K	–	790
2025 Q1	$575K	Buy	3,055 +32	+1%	+$6.09K	0.02%	390
2024 Q4	$560K	Buy	3,023 +6	+0.2%	+$1.15K	0.02%	344
2024 Q3	$573K	Buy	3,017 +1	+0%	+$182	0.04%	236
2024 Q2	$526K	Buy	+3,016	New	+$527K	0.04%	212

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

Modern Wealth Management's IWD Position: Q2 2026 in Review

Modern Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 2,024% in Q2 2026, buying an estimated $27.2M and bringing the position to 122,334 shares worth $29.7M. The position accounts for 0.35% of the portfolio, ranked #61.

Modern Wealth Management first reported a position in IWD in Q2 2024 and has held it in 6 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Modern Wealth Management held 122,334 shares of iShares Russell 1000 Value ETF worth $29.7M as of Q2 2026.
Modern Wealth Management bought 116,574 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $27.2M.
iShares Russell 1000 Value ETF made up 0.35% of Modern Wealth Management's portfolio in Q2 2026, its #61 holding.
Modern Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 6 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.