MPWM Advisory Solutions’s iShares Russell 1000 Value ETF IWD Stock Holding History

MPWM Advisory Solutions’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	$32K	Hold	132	–	–	0.01%	241
2026 Q1	$28.2K	Buy	132 +13	+11%	+$2.85K	0.01%	244
2025 Q4	$25K	Sell	119 -60	-34%	-$12.4K	0.01%	233
2025 Q3	$36.4K	Hold	179	–	–	0.02%	189
2025 Q2	$34.8K	Sell	179 -124	-41%	-$23K	0.02%	190
2025 Q1	$57K	Hold	303	–	–	0.04%	136
2024 Q4	$56.1K	Buy	+303	New	+$58.1K	0.04%	145

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

MPWM Advisory Solutions's IWD Position: Q2 2026 in Review

MPWM Advisory Solutions held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 132 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #241.

MPWM Advisory Solutions first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $57K in Q1 2025. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

MPWM Advisory Solutions held 132 shares of iShares Russell 1000 Value ETF worth $32K as of Q2 2026.
MPWM Advisory Solutions left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #241 holding.
MPWM Advisory Solutions first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's iShares Russell 1000 Value ETF position peaked at $57K in Q1 2025.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.