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

MorganRosel 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	$279K	Hold	1,307	–	–	0.11%	92
2025 Q4	$275K	Hold	1,307	–	–	0.07%	100
2025 Q3	$266K	Hold	1,307	–	–	0.07%	100
2025 Q2	$254K	Hold	1,307	–	–	0.07%	99
2025 Q1	$246K	Sell	1,307 -268	-17%	-$51K	0.07%	96
2024 Q4	$292K	Hold	1,575	–	–	0.1%	93
2024 Q3	$299K	Hold	1,575	–	–	0.1%	90
2024 Q2	$275K	Buy	1,575 +177	+13%	+$30.9K	0.1%	92
2024 Q1	$250K	Hold	1,398	–	–	0.09%	93
2023 Q4	$231K	Hold	1,398	–	–	0.09%	91
2023 Q3	$212K	Hold	1,398	–	–	0.09%	92
2023 Q2	$221K	Hold	1,398	–	–	0.09%	88
2023 Q1	$213K	Hold	1,398	–	–	0.09%	87
2022 Q4	$212K	Buy	+1,398	New	+$209K	0.1%	89
2022 Q3	–	Sell	-1,398	Closed	-$203K	–	98
2022 Q2	$203K	Hold	1,398	–	–	0.11%	84
2022 Q1	$232K	Hold	1,398	–	–	0.11%	83
2021 Q4	$235K	Hold	1,398	–	–	0.11%	78
2021 Q3	$219K	Hold	1,398	–	–	0.12%	81
2021 Q2	$222K	Buy	+1,398	New	+$221K	0.12%	77

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

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

MorganRosel Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,307 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #92.

MorganRosel Wealth Management first reported a position in IWD in Q2 2021 and has held it in 19 quarters since. The position peaked at $299K in Q3 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

MorganRosel Wealth Management held 1,307 shares of iShares Russell 1000 Value ETF worth $279K as of Q1 2026.
MorganRosel Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.11% of MorganRosel Wealth Management's portfolio in Q1 2026, its #92 holding.
MorganRosel Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 19 quarters since.
MorganRosel Wealth Management's iShares Russell 1000 Value ETF position peaked at $299K in Q3 2024.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.