Mountain Pacific Investment Advisers’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mountain Pacific Investment Advisers’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	$224K	Hold	1,050	–	–	0.04%	136
2025 Q4	$221K	Hold	1,050	–	–	0.04%	140
2025 Q3	$214K	Hold	1,050	–	–	0.03%	141
2025 Q2	$204K	Buy	+1,050	New	+$194K	0.01%	139
2018 Q4	–	Sell	-1,220	Closed	-$154K	–	172
2018 Q3	$154K	Buy	+1,220	New	+$153K	0.01%	126

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

Mountain Pacific Investment Advisers's IWD Position: Q1 2026 in Review

Mountain Pacific Investment Advisers held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,050 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #136.

Mountain Pacific Investment Advisers first reported a position in IWD in Q3 2018 and has held it in 5 quarters since. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Mountain Pacific Investment Advisers held 1,050 shares of iShares Russell 1000 Value ETF worth $224K as of Q1 2026.
Mountain Pacific Investment Advisers left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.04% of Mountain Pacific Investment Advisers's portfolio in Q1 2026, its #136 holding.
Mountain Pacific Investment Advisers first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and has held it in 5 quarters since.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Mountain Pacific Investment Advisers's 13F filing for Q1 2026, filed 16 Apr 2026.