New Millennium Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

New Millennium Group’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
2025 Q4	$72.4K	Sell	344 -56	-14%	-$11.6K	0.03%	110
2025 Q3	$81.4K	Buy	+400	New	+$79.6K	0.04%	89
2023 Q4	–	Sell	-212	Closed	-$32.2K	–	437
2023 Q3	$32.2K	Hold	212	–	–	0.03%	102
2023 Q2	$33.5K	Hold	212	–	–	0.03%	106
2023 Q1	$32.3K	Hold	212	–	–	0.03%	122
2022 Q4	$32.1K	Hold	212	–	–	0.03%	123
2022 Q3	$29K	Hold	212	–	–	0.03%	120
2022 Q2	$31K	Buy	+212	New	+$33.2K	0.03%	124

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

New Millennium Group's IWD Position: Q4 2025 in Review

New Millennium Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 14% in Q4 2025, selling an estimated $11.6K and leaving 344 shares worth $72.4K. The position accounts for 0.03% of the portfolio, ranked #110.

New Millennium Group first reported a position in IWD in Q2 2022 and has held it in 8 quarters since. The position peaked at $81.4K in Q3 2025. 1,906 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

New Millennium Group held 344 shares of iShares Russell 1000 Value ETF worth $72.4K as of Q4 2025.
New Millennium Group sold 56 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $11.6K.
iShares Russell 1000 Value ETF made up 0.03% of New Millennium Group's portfolio in Q4 2025, its #110 holding.
New Millennium Group first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 8 quarters since.
New Millennium Group's iShares Russell 1000 Value ETF position peaked at $81.4K in Q3 2025.
1,906 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.