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MSH Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

MSH Capital 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
Q1 		$440K Sell
2,061
-825
-29% -$181K 0.09% 187
2025
Q4 		$607K Buy
2,886
+932
+48% +$193K 0.13% 162
2025
Q3 		$398K Buy
1,954
+9
+0.5% +$1.79K 0.11% 184
2025
Q2 		$378K Buy
1,945
+8
+0.4% +$1.48K 0.11% 180
2025
Q1 		$364K Sell
1,937
-131
-6% -$24.9K 0.11% 177
2024
Q4 		$383K Buy
2,068
+10
+0.5% +$1.92K 0.12% 171
2024
Q3 		$391K Buy
2,058
+10
+0.5% +$1.82K 0.12% 166
2024
Q2 		$357K Buy
2,048
+8
+0.4% +$1.4K 0.12% 168
2024
Q1 		$365K Sell
2,040
-3,741
-65% -$633K 0.13% 159
2023
Q4 		$955K Sell
5,781
-299
-5% -$46.2K 0.36% 80
2023
Q3 		$923K Sell
6,080
-298
-5% -$47.3K 0.36% 82
2023
Q2 		$1.01M Sell
6,378
-608
-9% -$92.9K 0.37% 81
2023
Q1 		$1.06M Sell
6,986
-472
-6% -$72.9K 0.45% 73
2022
Q4 		$1.13M Buy
7,458
+765
+11% +$115K 0.51% 71
2022
Q3 		$910K Buy
6,693
+1,050
+19% +$158K 0.45% 75
2022
Q2 		$818K Buy
5,643
+1,209
+27% +$189K 0.38% 85
2022
Q1 		$736K Buy
+4,434
New +$728K 0.3% 93

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MSH Capital Advisors's IWD Position: Q1 2026 in Review

MSH Capital Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 29% in Q1 2026, selling an estimated $181K and leaving 2,061 shares worth $440K. The position accounts for 0.09% of the portfolio, ranked #187.

MSH Capital Advisors first reported a position in IWD in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.13M in Q4 2022. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • MSH Capital Advisors held 2,061 shares of iShares Russell 1000 Value ETF worth $440K as of Q1 2026.
  • MSH Capital Advisors sold 825 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $181K.
  • iShares Russell 1000 Value ETF made up 0.09% of MSH Capital Advisors's portfolio in Q1 2026, its #187 holding.
  • MSH Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 17 quarters since.
  • MSH Capital Advisors's iShares Russell 1000 Value ETF position peaked at $1.13M in Q4 2022.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.