Morton Brown Family Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Morton Brown Family Wealth’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	$4.61K	Sell	19 -108	-85%	-$25.2K	﹤0.01%	232
2026 Q1	$27.1K	Hold	127	–	–	0.01%	140
2025 Q4	$26.7K	Hold	127	–	–	0.01%	136
2025 Q3	$25.9K	Hold	127	–	–	0.01%	133
2025 Q2	$24.7K	Hold	127	–	–	0.01%	135
2025 Q1	$23.9K	Hold	127	–	–	0.01%	136
2024 Q4	$23.5K	Hold	127	–	–	0.01%	132
2024 Q3	$24.1K	Buy	127 +19	+18%	+$3.46K	0.01%	127
2024 Q2	$19.6K	Hold	108	–	–	0.01%	128
2024 Q1	$19.3K	Sell	108 -18	-14%	-$3.05K	0.01%	123
2023 Q4	$20.8K	Buy	126 +18	+17%	+$2.78K	0.01%	137
2023 Q3	$16.4K	Hold	108	–	–	0.01%	112
2023 Q2	$17K	Hold	108	–	–	0.01%	104
2023 Q1	$16.4K	Hold	108	–	–	0.01%	108
2022 Q4	$16.4K	Hold	108	–	–	0.01%	101
2022 Q3	$15K	Hold	108	–	–	0.01%	98
2022 Q2	$16K	Hold	108	–	–	0.01%	97
2022 Q1	$18K	Sell	108 -23	-18%	-$3.78K	0.01%	96
2021 Q4	$22K	Buy	+131	New	+$21.5K	0.02%	101

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

Morton Brown Family Wealth's IWD Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its iShares Russell 1000 Value ETF (IWD) stake by 85% in Q2 2026, selling an estimated $25.2K and leaving 19 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Morton Brown Family Wealth first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. The position peaked at $27.1K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Morton Brown Family Wealth held 19 shares of iShares Russell 1000 Value ETF worth $4.61K as of Q2 2026.
Morton Brown Family Wealth sold 108 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $25.2K.
iShares Russell 1000 Value ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #232 holding.
Morton Brown Family Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's iShares Russell 1000 Value ETF position peaked at $27.1K in Q1 2026.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.