Kelman-Lazarov Inc’s iShares Russell 1000 Value ETF IWD Stock Holding History

Kelman-Lazarov Inc’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	$859K	Sell	4,019 -31	-0.8%	-$6.79K	0.12%	68
2025 Q4	$852K	Buy	4,050 +1	+0%	+$207	0.12%	67
2025 Q3	$824K	Buy	4,049 +1	+0%	+$199	0.12%	66
2025 Q2	$786K	Buy	4,048 +1	+0%	+$185	0.13%	60
2025 Q1	$761K	Buy	+4,047	New	+$771K	0.14%	58
2018 Q4	–	Sell	-2,463	Closed	-$312K	–	97
2018 Q3	$312K	Hold	2,463	–	–	0.18%	82
2018 Q2	$299K	Buy	2,463 +159	+7%	+$19.3K	0.16%	89
2018 Q1	$276K	Sell	2,304 -21	-0.9%	-$2.62K	0.15%	93
2017 Q4	$289K	Hold	2,325	–	–	0.15%	96
2017 Q3	$276K	Hold	2,325	–	–	0.15%	101
2017 Q2	$271K	Hold	2,325	–	–	0.15%	103
2017 Q1	$267K	Hold	2,325	–	–	0.17%	93
2016 Q4	$260K	Hold	2,325	–	–	0.15%	100
2016 Q3	$243K	Hold	2,325	–	–	0.14%	103
2016 Q2	$240K	Sell	2,325 -347	-13%	-$35K	0.14%	105
2016 Q1	$265K	Buy	+2,672	New	+$250K	0.16%	106

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kelman-Lazarov Inc's IWD Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.77% in Q1 2026, selling an estimated $6.79K and leaving 4,019 shares worth $859K. The position accounts for 0.12% of the portfolio, ranked #68.

Kelman-Lazarov Inc first reported a position in IWD in Q1 2016 and has held it in 16 quarters since. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Kelman-Lazarov Inc held 4,019 shares of iShares Russell 1000 Value ETF worth $859K as of Q1 2026.
Kelman-Lazarov Inc sold 31 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $6.79K.
iShares Russell 1000 Value ETF made up 0.12% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #68 holding.
Kelman-Lazarov Inc first reported a position in iShares Russell 1000 Value ETF in Q1 2016 and has held it in 16 quarters since.
1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.