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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return