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MYCIO Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

MYCIO Wealth Partners’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 		$2.11M Hold
8,715
– – 0.39% 21
2026
Q1 		$1.86M Hold
8,715
– – 0.37% 21
2025
Q4 		$1.83M Hold
8,715
– – 0.38% 20
2025
Q3 		$1.77M Hold
8,715
– – 0.41% 20
2025
Q2 		$1.69M Hold
8,715
– – 0.39% 21
2025
Q1 		$1.64M Sell
8,715
-3,260
-27% -$621K 0.39% 21
2024
Q4 		$2.22M Sell
11,975
-101
-0.8% -$19.4K 0.53% 20
2024
Q3 		$2.29M Buy
12,076
+2,476
+26% +$451K 0.53% 20
2024
Q2 		$1.67M Sell
9,600
-362
-4% -$63.3K 0.43% 20
2024
Q1 		$1.78M Sell
9,962
-1,286
-11% -$218K 0.45% 20
2023
Q4 		$1.86M Buy
11,248
+40
+0.4% +$6.18K 0.52% 21
2023
Q3 		$1.7M Hold
11,208
– – 0.51% 21
2023
Q2 		$1.77M Buy
11,208
+13
+0.1% +$1.99K 0.56% 20
2023
Q1 		$1.7M Buy
11,195
+16
+0.1% +$2.47K 0.6% 20
2022
Q4 		$1.7M Buy
11,179
+42
+0.4% +$6.29K 0.56% 21
2022
Q3 		$1.51M Buy
11,137
+6,469
+139% +$972K 0.59% 20
2022
Q2 		$677K Buy
4,668
+14
+0.3% +$2.19K 0.25% 24
2022
Q1 		$772K Buy
4,654
+14
+0.3% +$2.3K 0.25% 26
2021
Q4 		$779K Sell
4,640
-472
-9% -$77.3K 0.26% 24
2021
Q3 		$800K Hold
5,112
– – 0.29% 23
2021
Q2 		$811K Buy
5,112
+28
+0.6% +$4.43K 0.33% 21
2021
Q1 		$771K Hold
5,084
– – 0.34% 18
2020
Q4 		$695K Buy
5,084
+15
+0.3% +$1.92K 0.38% 19
2020
Q3 		$599K Buy
5,069
+22
+0.4% +$2.61K 0.41% 15
2020
Q2 		$568K Buy
5,047
+50
+1% +$5.5K 0.39% 15
2020
Q1 		$496K Sell
4,997
-34,189
-87% -$4.26M 0.33% 14
2019
Q4 		$5.35M Sell
39,186
-2,891
-7% -$381K 0.35% 44
2019
Q3 		$5.4M Buy
42,077
+1,329
+3% +$169K 0.4% 36
2019
Q2 		$5.18M Sell
40,748
-1,424
-3% -$178K 0.41% 38
2019
Q1 		$5.21M Sell
42,172
-13,645
-24% -$1.64M 0.43% 34
2018
Q4 		$6.17M Buy
55,817
+37,898
+211% +$4.54M 0.57% 31
2018
Q3 		$2.27M Buy
17,919
+60
+0.3% +$7.54K 0.22% 43
2018
Q2 		$2.17M Buy
17,859
+4
+0% +$486 0.22% 44
2018
Q1 		$2.14M Buy
17,855
+310
+2% +$38.7K 0.24% 42
2017
Q4 		$2.19M Buy
17,545
+180
+1% +$21.8K 0.24% 41
2017
Q3 		$2.06M Buy
17,365
+733
+4% +$85.4K 0.23% 44
2017
Q2 		$1.94M Buy
16,632
+225
+1% +$25.9K 0.23% 46
2017
Q1 		$1.89M Sell
16,407
-331
-2% -$38K 0.23% 43
2016
Q4 		$1.88M Buy
16,738
+13,472
+412% +$1.46M 0.25% 43
2016
Q3 		$345K Sell
3,266
-42
-1% -$4.43K 0.06% 122
2016
Q2 		$341K Buy
3,308
+60
+2% +$6.06K 0.06% 122
2016
Q1 		$321K Buy
3,248
+39
+1% +$3.65K 0.06% 128
2015
Q4 		$314K Sell
3,209
-208
-6% -$20.6K 0.06% 115
2015
Q3 		$319K Buy
3,417
+245
+8% +$24.3K 0.07% 106
2015
Q2 		$327K Buy
3,172
+14
+0.4% +$1.47K 0.06% 108
2015
Q1 		$325K Buy
3,158
+17
+0.5% +$1.76K 0.07% 108
2014
Q4 		$328K Buy
3,141
+14
+0.4% +$1.43K 0.07% 103
2014
Q3 		$313K Buy
3,127
+15
+0.5% +$1.52K 0.07% 103
2014
Q2 		$315K Buy
3,112
+14
+0.5% +$1.37K 0.07% 102
2014
Q1 		$299K Sell
3,098
-4,314
-58% -$404K 0.07% 108
2013
Q4 		$698K Buy
7,412
+4,344
+142% +$394K 0.17% 60
2013
Q3 		$264K Buy
3,068
+16
+0.5% +$1.39K 0.07% 105
2013
Q2 		$256K Buy
+3,052
New +$254K 0.07% 107

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

MYCIO Wealth Partners's IWD Position: Q2 2026 in Review

MYCIO Wealth Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 8,715 shares worth $2.11M. The position accounts for 0.39% of the portfolio, ranked #21.

MYCIO Wealth Partners first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.17M in Q4 2018. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • MYCIO Wealth Partners held 8,715 shares of iShares Russell 1000 Value ETF worth $2.11M as of Q2 2026.
  • MYCIO Wealth Partners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.39% of MYCIO Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • MYCIO Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • MYCIO Wealth Partners's iShares Russell 1000 Value ETF position peaked at $6.17M in Q4 2018.
  • 1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on MYCIO Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.