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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
Q2 		$479K Sell
1,977
-84
-4% -$19.6K 0.08% 208
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

MSH Capital Advisors's IWD Position: Q2 2026 in Review

MSH Capital Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.1% in Q2 2026, selling an estimated $19.6K and leaving 1,977 shares worth $479K. The position accounts for 0.08% of the portfolio, ranked #208.

MSH Capital Advisors first reported a position in IWD in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.13M in Q4 2022. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • MSH Capital Advisors held 1,977 shares of iShares Russell 1000 Value ETF worth $479K as of Q2 2026.
  • MSH Capital Advisors sold 84 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $19.6K.
  • iShares Russell 1000 Value ETF made up 0.08% of MSH Capital Advisors's portfolio in Q2 2026, its #208 holding.
  • MSH Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • MSH Capital Advisors's iShares Russell 1000 Value ETF position peaked at $1.13M in Q4 2022.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.