Mullaney, Keating & Wright’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mullaney, Keating & Wright’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	$8.31M	Sell	34,296 -2,579	-7%	-$601K	4.02%	5
2026 Q1	$7.88M	Sell	36,875 -1,255	-3%	-$275K	4.28%	5
2025 Q4	$8.02M	Sell	38,130 -96	-0.3%	-$19.8K	4.23%	5
2025 Q3	$7.78M	Sell	38,226 -254	-0.7%	-$50.5K	4.32%	5
2025 Q2	$7.47M	Buy	38,480 +81	+0.2%	+$15K	4.89%	4
2025 Q1	$7.23M	Sell	38,399 -106	-0.3%	-$20.2K	4.87%	4
2024 Q4	$7.13M	Sell	38,505 -470	-1%	-$90.2K	4.81%	4
2024 Q3	$7.4M	Sell	38,975 -422	-1%	-$76.9K	5.13%	4
2024 Q2	$6.87M	Buy	+39,397	New	+$6.89M	5.33%	4

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

Mullaney, Keating & Wright's IWD Position: Q2 2026 in Review

Mullaney, Keating & Wright reduced its iShares Russell 1000 Value ETF (IWD) stake by 7% in Q2 2026, selling an estimated $601K and leaving 34,296 shares worth $8.31M. The position accounts for 4.02% of the portfolio, ranked #5.

Mullaney, Keating & Wright first reported a position in IWD in Q2 2024 and has held it in 9 quarters since. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Mullaney, Keating & Wright held 34,296 shares of iShares Russell 1000 Value ETF worth $8.31M as of Q2 2026.
Mullaney, Keating & Wright sold 2,579 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $601K.
iShares Russell 1000 Value ETF made up 4.02% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #5 holding.
Mullaney, Keating & Wright first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 9 quarters since.
1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.