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Old Mission Investment Co’s iShares Russell 1000 Value ETF IWD Stock Holding History

Old Mission Investment Co’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 		$565K Buy
2,332
+153
+7% +$35.6K 0.12% 77
2026
Q1 		$466K Buy
2,179
+6
+0.3% +$1.31K 0.11% 85
2025
Q4 		$457K Hold
2,173
– – 0.11% 80
2025
Q3 		$442K Sell
2,173
-36
-2% -$7.16K 0.11% 84
2025
Q2 		$429K Buy
2,209
+18
+0.8% +$3.33K 0.12% 87
2025
Q1 		$412K Sell
2,191
-165
-7% -$31.4K 0.12% 84
2024
Q4 		$436K Hold
2,356
– – 0.13% 83
2024
Q3 		$447K Hold
2,356
– – 0.14% 82
2024
Q2 		$411K Hold
2,356
– – 0.13% 83
2024
Q1 		$422K Sell
2,356
-175
-7% -$29.6K 0.14% 78
2023
Q4 		$418K Hold
2,531
– – 0.15% 77
2023
Q3 		$384K Sell
2,531
-110
-4% -$17.4K 0.15% 76
2023
Q2 		$417K Buy
2,641
+283
+12% +$43.3K 0.15% 76
2023
Q1 		$359K Hold
2,358
– – 0.14% 79
2022
Q4 		$358K Hold
2,358
– – 0.15% 76
2022
Q3 		$321K Sell
2,358
-50
-2% -$7.51K 0.15% 71
2022
Q2 		$349K Hold
2,408
– – 0.15% 74
2022
Q1 		$400K Hold
2,408
– – 0.15% 78
2021
Q4 		$404K Sell
2,408
-79
-3% -$12.9K 0.15% 78
2021
Q3 		$389K Buy
2,487
+29
+1% +$4.65K 0.16% 76
2021
Q2 		$390K Hold
2,458
– – 0.16% 75
2021
Q1 		$373K Buy
2,458
+475
+24% +$68.7K 0.17% 76
2020
Q4 		$271K Sell
1,983
-7,907
-80% -$1.01M 0.14% 76
2020
Q3 		$1.17M Buy
9,890
+38
+0.4% +$4.51K 0.7% 27
2020
Q2 		$1.11M Sell
9,852
-955
-9% -$105K 0.78% 26
2020
Q1 		$1.07M Buy
10,807
+5,628
+109% +$701K 1.01% 22
2019
Q4 		$707K Buy
5,179
+9
+0.2% +$1.19K 0.63% 28
2019
Q3 		$663K Buy
+5,170
New +$657K 0.63% 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 22.9% 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

Old Mission Investment Co's IWD Position: Q2 2026 in Review

Old Mission Investment Co increased its iShares Russell 1000 Value ETF (IWD) stake by 7% in Q2 2026, buying an estimated $35.6K and bringing the position to 2,332 shares worth $565K. The position accounts for 0.12% of the portfolio, ranked #77.

Old Mission Investment Co first reported a position in IWD in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.17M in Q3 2020. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Old Mission Investment Co held 2,332 shares of iShares Russell 1000 Value ETF worth $565K as of Q2 2026.
  • Old Mission Investment Co bought 153 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $35.6K.
  • iShares Russell 1000 Value ETF made up 0.12% of Old Mission Investment Co's portfolio in Q2 2026, its #77 holding.
  • Old Mission Investment Co first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and has held it in 28 quarters since.
  • Old Mission Investment Co's iShares Russell 1000 Value ETF position peaked at $1.17M in Q3 2020.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.