Moloney Securities Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Moloney Securities Asset 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
2025 Q3	$708K	Buy	3,478 +6	+0.2%	+$1.19K	0.08%	232
2025 Q2	$674K	Buy	3,472 +6	+0.2%	+$1.11K	0.08%	224
2025 Q1	$652K	Buy	3,466 +87	+3%	+$16.6K	0.09%	222
2024 Q4	$626K	Sell	3,379 -316	-9%	-$60.6K	0.08%	235
2024 Q3	$701K	Buy	3,695 +47	+1%	+$8.56K	0.09%	235
2024 Q2	$636K	Buy	3,648 +178	+5%	+$31.1K	0.09%	235
2024 Q1	$622K	Buy	3,470 +6	+0.2%	+$1.01K	0.09%	230
2023 Q4	$572K	Buy	3,464 +17	+0.5%	+$2.63K	0.09%	228
2023 Q3	$523K	Buy	3,447 +335	+11%	+$53.1K	0.09%	227
2023 Q2	$491K	Buy	3,112 +6	+0.2%	+$917	0.09%	239
2023 Q1	$473K	Buy	3,106 +60	+2%	+$9.27K	0.09%	245
2022 Q4	$462K	Buy	3,046 +8	+0.3%	+$1.2K	0.1%	230
2022 Q3	$413K	Buy	3,038 +34	+1%	+$5.11K	0.1%	227
2022 Q2	$435K	Buy	3,004 +38	+1%	+$5.94K	0.1%	219
2022 Q1	$492K	Sell	2,966 -51	-2%	-$8.38K	0.1%	226
2021 Q4	$507K	Buy	3,017 +6	+0.2%	+$983	0.09%	242
2021 Q3	$471K	Buy	3,011 +6	+0.2%	+$962	0.09%	254
2021 Q2	$477K	Sell	3,005 -1,660	-36%	-$263K	0.09%	251
2021 Q1	$707K	Buy	4,665 +1,670	+56%	+$242K	0.14%	172
2020 Q4	$409K	Buy	2,995 +6	+0.2%	+$770	0.09%	231
2020 Q3	$353K	Sell	2,989 -93	-3%	-$11K	0.09%	216
2020 Q2	$347K	Buy	3,082 +8	+0.3%	+$880	0.1%	202
2020 Q1	$305K	Sell	3,074 -277	-8%	-$34.5K	0.11%	185
2019 Q4	$457K	Buy	3,351 +11	+0.3%	+$1.45K	0.14%	179
2019 Q3	$428K	Sell	3,340 -108	-3%	-$13.7K	0.14%	175
2019 Q2	$439K	Sell	3,448 -21	-0.6%	-$2.63K	0.15%	169
2019 Q1	$428K	Buy	3,469 +93	+3%	+$11.2K	0.15%	176
2018 Q4	$375K	Buy	3,376 +1,258	+59%	+$151K	0.15%	178
2018 Q3	$268K	Buy	2,118 +7	+0.3%	+$879	0.09%	225
2018 Q2	$256K	Hold	2,111	–	–	0.1%	234
2018 Q1	$253K	Sell	2,111 -29	-1%	-$3.62K	0.1%	235
2017 Q4	$266K	Buy	+2,140	New	+$259K	0.11%	205

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Moloney Securities Asset Management's IWD Position: Q3 2025 in Review

Moloney Securities Asset Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.17% in Q3 2025, buying an estimated $1.19K and bringing the position to 3,478 shares worth $708K. The position accounts for 0.08% of the portfolio, ranked #232.

Moloney Securities Asset Management first reported a position in IWD in Q4 2017 and has held it in 32 quarters since. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

Moloney Securities Asset Management held 3,478 shares of iShares Russell 1000 Value ETF worth $708K as of Q3 2025.
Moloney Securities Asset Management bought 6 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $1.19K.
iShares Russell 1000 Value ETF made up 0.08% of Moloney Securities Asset Management's portfolio in Q3 2025, its #232 holding.
Moloney Securities Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 32 quarters since.
1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.