Monument Group Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Monument Group Wealth 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 Q2	$268K	Buy	5,840 +4,665	+397%	+$1.09M	0.13%	36
2026 Q1	$251K	Hold	1,175	–	–	0.14%	36
2025 Q4	$247K	Hold	1,175	–	–	0.13%	42
2025 Q3	$239K	Hold	1,175	–	–	0.14%	42
2025 Q2	$228K	Hold	1,175	–	–	0.14%	50
2025 Q1	$221K	Buy	1,175 +86	+8%	+$16.4K	0.15%	48
2024 Q4	$202K	Hold	1,089	–	–	0.14%	48
2024 Q3	$207K	Buy	+1,089	New	+$198K	0.12%	50

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

Monument Group Wealth Advisors's IWD Position: Q2 2026 in Review

Monument Group Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 397% in Q2 2026, buying an estimated $1.09M and bringing the position to 5,840 shares worth $268K. The position accounts for 0.13% of the portfolio, ranked #36.

Monument Group Wealth Advisors first reported a position in IWD in Q3 2024 and has held it in 8 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Monument Group Wealth Advisors held 5,840 shares of iShares Russell 1000 Value ETF worth $268K as of Q2 2026.
Monument Group Wealth Advisors bought 4,665 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.09M.
iShares Russell 1000 Value ETF made up 0.13% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Monument Group Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 8 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.