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Muirfield Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Muirfield Wealth 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 		$203K Buy
+836
New +$195K 0.13% 86
2025
Q4 		– Sell
-1,232
Closed -$251K – 79
2025
Q3 		$251K Buy
+1,232
New +$245K 0.19% 67

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 22.9% 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

Muirfield Wealth Advisors's IWD Position: Q2 2026 in Review

Muirfield Wealth Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 836 shares worth $203K. The stake represents 0.13% of the portfolio and ranks #86 among its holdings. This is a return to the name: Muirfield Wealth Advisors previously reported a position in IWD as recently as Q3 2025.

Muirfield Wealth Advisors first reported a position in IWD in Q3 2025 and has held it in 2 quarters since. The position peaked at $251K in Q3 2025. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Muirfield Wealth Advisors held 836 shares of iShares Russell 1000 Value ETF worth $203K as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Muirfield Wealth Advisors position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.13% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Muirfield Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and has held it in 2 quarters since.
  • Muirfield Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $251K in Q3 2025.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.