Raab & Moskowitz Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Raab & Moskowitz Asset Management’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	$298K	Sell	1,229 -50	-4%	-$11.6K	0.06%	172
2026 Q1	$273K	Hold	1,279	–	–	0.06%	171
2025 Q4	$269K	Hold	1,279	–	–	0.06%	172
2025 Q3	$260K	Buy	+1,279	New	+$254K	0.06%	172
2020 Q1	–	Sell	-440	Closed	-$60K	–	330
2019 Q4	$60K	Buy	+440	New	+$58K	0.02%	230
2018 Q4	–	Sell	-220	Closed	-$27K	–	335
2018 Q3	$27K	Buy	+220	New	+$27.6K	0.01%	311

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Raab & Moskowitz Asset Management's IWD Position: Q2 2026 in Review

Raab & Moskowitz Asset Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.9% in Q2 2026, selling an estimated $11.6K and leaving 1,229 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #172.

Raab & Moskowitz Asset Management first reported a position in IWD in Q3 2018 and has held it in 6 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Raab & Moskowitz Asset Management held 1,229 shares of iShares Russell 1000 Value ETF worth $298K as of Q2 2026.
Raab & Moskowitz Asset Management sold 50 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $11.6K.
iShares Russell 1000 Value ETF made up 0.06% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #172 holding.
Raab & Moskowitz Asset Management first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and has held it in 6 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.