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IWD icon

MYeCFO’s iShares Russell 1000 Value ETF IWD Stock Holding History

MYeCFO’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 		$1.99M Hold
8,215
– – 0.75% 25
2026
Q1 		$1.76M Sell
8,215
-100
-1% -$21.9K 0.73% 25
2025
Q4 		$1.75M Sell
8,315
-160
-2% -$33K 0.74% 25
2025
Q3 		$1.73M Sell
8,475
-363
-4% -$72.2K 0.78% 26
2025
Q2 		$1.72M Sell
8,838
-310
-3% -$57.4K 0.84% 24
2025
Q1 		$1.72M Hold
9,148
– – 0.91% 22
2024
Q4 		$1.69M Sell
9,148
-470
-5% -$90.2K 0.91% 22
2024
Q3 		$1.83M Buy
9,618
+6
+0.1% +$1.09K 0.99% 22
2024
Q2 		$1.68M Sell
9,612
-140
-1% -$24.5K 0.97% 22
2024
Q1 		$1.75M Sell
9,752
-965
-9% -$163K 1.02% 21
2023
Q4 		$1.76M Buy
10,717
+696
+7% +$107K 1.11% 20
2023
Q3 		$1.52M Buy
10,021
+5,493
+121% +$871K 1.06% 21
2023
Q2 		$715K Buy
4,528
+480
+12% +$73.4K 0.52% 28
2023
Q1 		$616K Buy
4,048
+100
+3% +$15.4K 0.46% 30
2022
Q4 		$599K Buy
+3,948
New +$591K 0.49% 29

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

MYeCFO's IWD Position: Q2 2026 in Review

MYeCFO held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 8,215 shares worth $1.99M. The position accounts for 0.75% of the portfolio, ranked #25.

MYeCFO first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • MYeCFO held 8,215 shares of iShares Russell 1000 Value ETF worth $1.99M as of Q2 2026.
  • MYeCFO left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.75% of MYeCFO's portfolio in Q2 2026, its #25 holding.
  • MYeCFO first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on MYeCFO's 13F filing for Q2 2026, filed 10 Aug 2026.