MTM Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

MTM Investment 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 Q2	$311K	Hold	1,281	–	–	0.09%	171
2026 Q1	$274K	Hold	1,281	–	–	0.09%	174
2025 Q4	$269K	Buy	1,281 +1	+0.1%	+$207	0.09%	179
2025 Q3	$261K	Hold	1,280	–	–	0.08%	182
2025 Q2	$249K	Hold	1,280	–	–	0.08%	181
2025 Q1	$240K	Buy	1,280 +1	+0.1%	+$190	0.09%	180
2024 Q4	$237K	Buy	1,279 +78	+6%	+$15K	0.09%	175
2024 Q3	$228K	Hold	1,201	–	–	0.09%	180
2024 Q2	$210K	Hold	1,201	–	–	0.09%	181
2024 Q1	$215K	Buy	1,201 +276	+30%	+$46.7K	0.09%	180
2023 Q4	$153K	Sell	925 -35	-4%	-$5.41K	0.07%	185
2023 Q3	$146K	Hold	960	–	–	0.07%	178
2023 Q2	$152K	Hold	960	–	–	0.07%	185
2023 Q1	$146K	Hold	960	–	–	0.08%	186
2022 Q4	$146K	Hold	960	–	–	0.08%	183
2022 Q3	$131K	Hold	960	–	–	0.07%	181
2022 Q2	$141K	Hold	960	–	–	0.08%	182
2022 Q1	$159K	Hold	960	–	–	0.08%	192
2021 Q4	$161K	Hold	960	–	–	0.08%	197
2021 Q3	$150K	Hold	960	–	–	0.08%	176
2021 Q2	$152K	Hold	960	–	–	0.08%	175
2021 Q1	$145K	Hold	960	–	–	0.08%	167
2020 Q4	$131K	Buy	+960	New	+$123K	0.08%	159

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

MTM Investment Management's IWD Position: Q2 2026 in Review

MTM Investment Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,281 shares worth $311K. The position accounts for 0.09% of the portfolio, ranked #171.

MTM Investment Management first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

MTM Investment Management held 1,281 shares of iShares Russell 1000 Value ETF worth $311K as of Q2 2026.
MTM Investment Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.09% of MTM Investment Management's portfolio in Q2 2026, its #171 holding.
MTM Investment Management first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.