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

Moran 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 Q1	–	Sell	-8,163	Closed	-$1.72M	–	519
2025 Q4	$1.72M	Sell	8,163 -56,957	-87%	-$11.8M	0.05%	303
2025 Q3	$13.3M	Buy	65,120 +63,703	+4,496%	+$12.7M	0.4%	80
2025 Q2	$275K	Buy	+1,417	New	+$262K	0.01%	455
2025 Q1	–	Sell	-23,456	Closed	-$4.34M	–	466
2024 Q4	$4.34M	Buy	+23,456	New	+$4.5M	0.14%	181
2024 Q2	–	Sell	-1,283	Closed	-$230K	–	414
2024 Q1	$230K	Sell	1,283 -3,092	-71%	-$523K	0.01%	396
2023 Q4	$723K	Buy	+4,375	New	+$676K	0.03%	318
2023 Q2	–	Sell	-1,774	Closed	-$270K	–	401
2023 Q1	$270K	Sell	1,774 -5,230	-75%	-$808K	0.01%	337
2022 Q4	$1.06M	Buy	+7,004	New	+$1.05M	0.04%	255

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Moran Wealth Management's IWD Position: Q1 2026 in Review

Moran Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 8,163 shares — an estimated $1.72M sold.

Moran Wealth Management first reported a position in IWD in Q4 2022 and held it in 8 quarters. The position peaked at $13.3M in Q3 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Moran Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Moran Wealth Management sold 8,163 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.72M.
Moran Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 8 quarters.
Moran Wealth Management's iShares Russell 1000 Value ETF position peaked at $13.3M in Q3 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.