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 Q2	$255K	Hold	1,050	–	–	0.04%	138
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 $1.55T 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 22.9% 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

Mountain Pacific Investment Advisers's IWD Position: Q2 2026 in Review

Mountain Pacific Investment Advisers held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,050 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #138.

Mountain Pacific Investment Advisers first reported a position in IWD in Q3 2018 and has held it in 6 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Mountain Pacific Investment Advisers held 1,050 shares of iShares Russell 1000 Value ETF worth $255K as of Q2 2026.
Mountain Pacific Investment Advisers left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of Mountain Pacific Investment Advisers's portfolio in Q2 2026, its #138 holding.
Mountain Pacific Investment Advisers first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and has held it in 6 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Mountain Pacific Investment Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.