L2 Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

L2 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
2022 Q2	–	Sell	-395	Closed	-$6.56M	–	128
2022 Q1	$6.56M	Buy	+395	New	+$64.9K	3.77%	3
2021 Q3	–	Sell	-49,400	Closed	-$210K	–	74
2021 Q2	$210K	Buy	+49,400	New	+$7.82M	0.19%	92

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 $374B AUM 17.66% 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

L2 Asset Management's IWD Position: Q1 2026 in Review

L2 Asset Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q1 2026: 16,027 shares worth $3.42M. The stake represents 0.33% of the portfolio and ranks #74 among its holdings. This is a return to the name: L2 Asset Management previously reported a position in IWD as recently as Q3 2022.

L2 Asset Management first reported a position in IWD in Q3 2021 and has held it in 4 quarters since. The position peaked at $8.3M in Q4 2021. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

L2 Asset Management held 16,027 shares of iShares Russell 1000 Value ETF worth $3.42M as of Q1 2026.
iShares Russell 1000 Value ETF was a new L2 Asset Management position in Q1 2026.
iShares Russell 1000 Value ETF made up 0.33% of L2 Asset Management's portfolio in Q1 2026, its #74 holding.
L2 Asset Management first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and has held it in 4 quarters since.
L2 Asset Management's iShares Russell 1000 Value ETF position peaked at $8.3M in Q4 2021.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on L2 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.