Markowski Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

Markowski Investments’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	$28.1K	Buy	+116	New	+$27K	0.01%	276

Other funds holding IWD

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Markowski Investments's IWD Position: Q2 2026 in Review

Markowski Investments opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 116 shares worth $28.1K. The stake represents 0.01% of the portfolio and ranks #276 among its holdings.

1,738 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Markowski Investments held 116 shares of iShares Russell 1000 Value ETF worth $28.1K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Markowski Investments position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.01% of Markowski Investments's portfolio in Q2 2026, its #276 holding.
1,738 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.