Mowery & Schoenfeld Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mowery & Schoenfeld 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	–	Sell	-31	Closed	-$6.52K	–	429
2025 Q4	$6.52K	Hold	31	–	–	0.01%	294
2025 Q3	$6.31K	Buy	+31	New	+$6.17K	0.01%	261
2025 Q2	–	Sell	-118	Closed	-$22.2K	–	432
2025 Q1	$22.2K	Buy	+118	New	+$22.5K	0.04%	197

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 $424B AUM 22.96% 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

Mowery & Schoenfeld Wealth Management's IWD Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 31 shares — an estimated $6.52K sold.

Mowery & Schoenfeld Wealth Management first reported a position in IWD in Q1 2025 and held it in 3 quarters. The position peaked at $22.2K in Q1 2025. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Mowery & Schoenfeld Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 31 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $6.52K.
Mowery & Schoenfeld Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and held it in 3 quarters.
Mowery & Schoenfeld Wealth Management's iShares Russell 1000 Value ETF position peaked at $22.2K in Q1 2025.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.