Moors & Cabot
IWD icon

Moors & Cabot’s iShares Russell 1000 Value ETF IWD Stock Holding History

Moors & Cabot’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
Q3 		$611K Sell
2,463
-6
-0.2% -$1.52K 0.02% 512
2026
Q2 		$598K Sell
2,469
-4
-0.2% -$932 0.02% 518
2026
Q1 		$528K Buy
2,473
+96
+4% +$21K 0.02% 538
2025
Q4 		$500K Buy
2,377
+24
+1% +$4.96K 0.02% 538
2025
Q3 		$479K Buy
2,353
+126
+6% +$25.1K 0.02% 537
2025
Q2 		$433K Buy
2,227
+521
+31% +$96.5K 0.02% 541
2025
Q1 		$321K Sell
1,706
-24
-1% -$4.57K 0.02% 618
2024
Q4 		$320K Sell
1,730
-569
-25% -$109K 0.02% 650
2024
Q3 		$436K Buy
2,299
+76
+3% +$13.8K 0.02% 529
2024
Q2 		$388K Buy
2,223
+531
+31% +$92.8K 0.02% 552
2024
Q1 		$303K Sell
1,692
-11
-0.6% -$1.86K 0.02% 668
2023
Q4 		$281K Buy
1,703
+164
+11% +$25.3K 0.02% 648
2023
Q3 		$234K Buy
1,539
+121
+9% +$19.2K 0.02% 687
2023
Q2 		$224K Sell
1,418
-50
-3% -$7.64K 0.01% 710
2023
Q1 		$224K Sell
1,468
-150
-9% -$23.2K 0.02% 715
2022
Q4 		$245K Sell
1,618
-25
-2% -$3.74K 0.02% 663
2022
Q3 		$223K Sell
1,643
-1,247
-43% -$187K 0.02% 663
2022
Q2 		$419K Sell
2,890
-1,101
-28% -$172K 0.03% 466
2022
Q1 		$662K Sell
3,991
-23
-0.6% -$3.78K 0.04% 391
2021
Q4 		$674K Sell
4,014
-34
-0.8% -$5.57K 0.04% 383
2021
Q3 		$635K Buy
4,048
+87
+2% +$13.9K 0.04% 378
2021
Q2 		$628K Sell
3,961
-263
-6% -$41.6K 0.04% 364
2021
Q1 		$642K Buy
4,224
+2,440
+137% +$353K 0.05% 339
2020
Q4 		$245K Sell
1,784
-172
-9% -$22.1K 0.02% 586
2020
Q3 		$231K Sell
1,956
-1
-0.1% -$119 0.02% 552
2020
Q2 		$220K Buy
+1,957
New +$215K 0.02% 548
2020
Q1 		– Sell
-1,815
Closed -$248K – 646
2019
Q4 		$248K Sell
1,815
-3
-0.2% -$395 0.02% 504
2019
Q3 		$233K Buy
+1,818
New +$231K 0.03% 518
2017
Q1 		– Sell
-2,679
Closed -$299K – 544
2016
Q4 		$299K Buy
+2,679
New +$290K 0.05% 388

Other funds holding IWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Moors & Cabot's IWD Position: Q3 2026 in Review

Moors & Cabot reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.24% in Q3 2026, selling an estimated $1.52K and leaving 2,463 shares worth $611K. The position accounts for 0.02% of the portfolio, ranked #512.

Moors & Cabot first reported a position in IWD in Q4 2016 and has held it in 29 quarters since. The position peaked at $674K in Q4 2021. 1,395 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Moors & Cabot held 2,463 shares of iShares Russell 1000 Value ETF worth $611K as of Q3 2026.
  • Moors & Cabot sold 6 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $1.52K.
  • iShares Russell 1000 Value ETF made up 0.02% of Moors & Cabot's portfolio in Q3 2026, its #512 holding.
  • Moors & Cabot first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 29 quarters since.
  • Moors & Cabot's iShares Russell 1000 Value ETF position peaked at $674K in Q4 2021.
  • 1,395 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.