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MONECO Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

MONECO Advisors’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 		$1.19M Buy
5,549
+5
+0.1% +$1.09K 0.09% 191
2025
Q4 		$1.17M Buy
5,544
+140
+3% +$28.9K 0.09% 193
2025
Q3 		$1.1M Sell
5,404
-420
-7% -$83.6K 0.09% 192
2025
Q2 		$1.13M Buy
5,824
+155
+3% +$28.7K 0.11% 183
2025
Q1 		$1.07M Buy
5,669
+30
+0.5% +$5.71K 0.11% 171
2024
Q4 		$1.04M Sell
5,639
-31
-0.5% -$5.95K 0.11% 176
2024
Q3 		$1.08M Buy
5,670
+9
+0.2% +$1.64K 0.13% 150
2024
Q2 		$988K Buy
5,661
+18
+0.3% +$3.15K 0.15% 146
2024
Q1 		$1.01M Buy
5,643
+291
+5% +$49.2K 0.16% 152
2023
Q4 		$884K Sell
5,352
-108
-2% -$16.7K 0.17% 148
2023
Q3 		$829K Buy
5,460
+39
+0.7% +$6.19K 0.22% 114
2023
Q2 		$856K Buy
5,421
+9
+0.2% +$1.38K 0.23% 110
2023
Q1 		$824K Buy
5,412
+135
+3% +$20.8K 0.24% 107
2022
Q4 		$800K Buy
5,277
+82
+2% +$12.3K 0.29% 88
2022
Q3 		$706K Sell
5,195
-404
-7% -$60.7K 0.28% 86
2022
Q2 		$812K Buy
5,599
+2,303
+70% +$360K 0.32% 80
2022
Q1 		$547K Sell
3,296
-41
-1% -$6.73K 0.2% 119
2021
Q4 		$550K Sell
3,337
-338
-9% -$55.4K 0.21% 118
2021
Q3 		$575K Sell
3,675
-155
-4% -$24.9K 0.23% 102
2021
Q2 		$608K Buy
3,830
+8
+0.2% +$1.27K 0.28% 87
2021
Q1 		$579K Buy
3,822
+67
+2% +$9.69K 0.28% 88
2020
Q4 		$531K Buy
3,755
+669
+22% +$85.8K 0.29% 75
2020
Q3 		$364K Buy
3,086
+63
+2% +$7.47K 0.23% 100
2020
Q2 		$340K Buy
3,023
+41
+1% +$4.51K 0.27% 92
2020
Q1 		$296K Buy
2,982
+15
+0.5% +$1.87K 0.3% 81
2019
Q4 		$411K Buy
2,967
+6
+0.2% +$791 0.29% 82
2019
Q3 		$380K Buy
2,961
+11
+0.4% +$1.4K 0.3% 80
2019
Q2 		$375K Buy
2,950
+210
+8% +$26.3K 0.3% 79
2019
Q1 		$338K Sell
2,740
-8
-0.3% -$961 0.27% 89
2018
Q4 		$305K Buy
+2,748
New +$329K 0.35% 62

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MONECO Advisors's IWD Position: Q1 2026 in Review

MONECO Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.09% in Q1 2026, buying an estimated $1.09K and bringing the position to 5,549 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #191.

MONECO Advisors first reported a position in IWD in Q4 2018 and has held it in 30 quarters since. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • MONECO Advisors held 5,549 shares of iShares Russell 1000 Value ETF worth $1.19M as of Q1 2026.
  • MONECO Advisors bought 5 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.09K.
  • iShares Russell 1000 Value ETF made up 0.09% of MONECO Advisors's portfolio in Q1 2026, its #191 holding.
  • MONECO Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.