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

Morangie 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 Q3	$338K	Buy	+1,364	New	+$345K	0.28%	31

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Morangie Management's IWD Position: Q3 2026 in Review

Morangie Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2026: 1,364 shares worth $338K. The stake represents 0.28% of the portfolio and ranks #31 among its holdings.

488 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Morangie Management held 1,364 shares of iShares Russell 1000 Value ETF worth $338K as of Q3 2026.
iShares Russell 1000 Value ETF was a new Morangie Management position in Q3 2026.
iShares Russell 1000 Value ETF made up 0.28% of Morangie Management's portfolio in Q3 2026, its #31 holding.
488 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Morangie Management's 13F filing for Q3 2026, filed 15 Oct 2026.