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 $1.55T 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

L2 Asset Management's IWD Position: Q2 2026 in Review

L2 Asset Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 16,027 shares — an estimated $3.42M sold.

L2 Asset Management first reported a position in IWD in Q3 2021 and held it in 4 quarters. The position peaked at $8.3M in Q4 2021. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

L2 Asset Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
L2 Asset Management sold 16,027 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.42M.
L2 Asset Management first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and held it in 4 quarters.
L2 Asset Management's iShares Russell 1000 Value ETF position peaked at $8.3M in Q4 2021.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.