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Mount Yale Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mount Yale Investment Advisors’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 		$5.63M Sell
23,220
-6,764
-23% -$1.58M 0.1% 211
2026
Q1 		$6.41M Buy
29,984
+23,619
+371% +$5.17M 0.15% 154
2025
Q4 		$1.34M Sell
6,365
-1,915
-23% -$396K 0.06% 258
2025
Q3 		$1.69M Buy
8,280
+6,721
+431% +$1.34M 0.12% 188
2025
Q2 		$303K Buy
1,559
+1
+0.1% +$185 0.02% 451
2025
Q1 		$293K Sell
1,558
-7,490
-83% -$1.43M 0.03% 442
2024
Q4 		$1.68M Buy
+9,048
New +$1.74M 0.14% 136
2024
Q3 		– Sell
-1,288
Closed -$225K – 579
2024
Q2 		$225K Hold
1,288
– – 0.02% 501
2024
Q1 		$231K Sell
1,288
-27,714
-96% -$4.69M 0.02% 495
2023
Q4 		$4.79M Buy
+29,002
New +$4.48M 0.46% 43
2023
Q3 		– Sell
-1,376
Closed -$217K – 508
2023
Q2 		$217K Sell
1,376
-33
-2% -$5.04K 0.02% 451
2023
Q1 		$214K Sell
1,409
-31,197
-96% -$4.82M 0.02% 447
2022
Q4 		$4.94M Buy
32,606
+31,022
+1,958% +$4.64M 0.56% 45
2022
Q3 		$215K Sell
1,584
-421
-21% -$63.3K 0.03% 407
2022
Q2 		$291K Buy
2,005
+290
+17% +$45.4K 0.04% 358
2022
Q1 		$285K Buy
1,715
+194
+13% +$31.9K 0.03% 378
2021
Q4 		$255K Buy
1,521
+202
+15% +$33.1K 0.03% 406
2021
Q3 		$206K Hold
1,319
– – 0.02% 443
2021
Q2 		$209K Buy
+1,319
New +$209K 0.03% 404
2020
Q2 		– Sell
-2,023
Closed -$201K – 349
2020
Q1 		$201K Buy
2,023
+216
+12% +$26.9K 0.05% 271
2019
Q4 		$241K Sell
1,807
-608
-25% -$80.1K 0.04% 294
2019
Q3 		$320K Sell
2,415
-2,610
-52% -$332K 0.06% 262
2019
Q2 		$622K Hold
5,025
– – 0.11% 148
2019
Q1 		$621K Hold
5,025
– – 0.12% 142
2018
Q4 		$602K Buy
5,025
+3
+0.1% +$360 0.12% 147
2018
Q3 		$625K Sell
5,022
-673
-12% -$84.5K 0.11% 147
2018
Q2 		$691K Buy
5,695
+396
+7% +$48.2K 0.13% 142
2018
Q1 		$636K Buy
+5,299
New +$661K 0.14% 139

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Mount Yale Investment Advisors's IWD Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 23% in Q2 2026, selling an estimated $1.58M and leaving 23,220 shares worth $5.63M. The position accounts for 0.1% of the portfolio, ranked #211.

Mount Yale Investment Advisors first reported a position in IWD in Q1 2018 and has held it in 28 quarters since. The position peaked at $6.41M in Q1 2026. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Mount Yale Investment Advisors held 23,220 shares of iShares Russell 1000 Value ETF worth $5.63M as of Q2 2026.
  • Mount Yale Investment Advisors sold 6,764 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.58M.
  • iShares Russell 1000 Value ETF made up 0.1% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #211 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2018 and has held it in 28 quarters since.
  • Mount Yale Investment Advisors's iShares Russell 1000 Value ETF position peaked at $6.41M in Q1 2026.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.