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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MYeCFO's IWD Position: Q1 2026 in Review

MYeCFO reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.2% in Q1 2026, selling an estimated $21.9K and leaving 8,215 shares worth $1.76M. The position accounts for 0.73% of the portfolio, ranked #25.

MYeCFO first reported a position in IWD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.83M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • MYeCFO held 8,215 shares of iShares Russell 1000 Value ETF worth $1.76M as of Q1 2026.
  • MYeCFO sold 100 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $21.9K.
  • iShares Russell 1000 Value ETF made up 0.73% of MYeCFO's portfolio in Q1 2026, its #25 holding.
  • MYeCFO first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 14 quarters since.
  • MYeCFO's iShares Russell 1000 Value ETF position peaked at $1.83M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on MYeCFO's 13F filing for Q1 2026, filed 8 Apr 2026.