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LaFleur & Godfrey’s iShares Russell 1000 Value ETF IWD Stock Holding History

LaFleur & Godfrey’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 		$360K Sell
1,484
-72
-5% -$16.8K 0.04% 118
2026
Q1 		$332K Sell
1,556
-70
-4% -$15.3K 0.04% 116
2025
Q4 		$342K Sell
1,626
-64
-4% -$13.2K 0.04% 119
2025
Q3 		$344K Sell
1,690
-89
-5% -$17.7K 0.04% 116
2025
Q2 		$346K Hold
1,779
– – 0.04% 118
2025
Q1 		$335K Hold
1,779
– – 0.05% 117
2024
Q4 		$329K Sell
1,779
-38
-2% -$7.29K 0.05% 117
2024
Q3 		$345K Hold
1,817
– – 0.05% 117
2024
Q2 		$317K Sell
1,817
-25
-1% -$4.37K 0.05% 114
2024
Q1 		$330K Sell
1,842
-10
-0.5% -$1.69K 0.05% 106
2023
Q4 		$306K Hold
1,852
– – 0.05% 106
2023
Q3 		$281K Sell
1,852
-7
-0.4% -$1.11K 0.05% 103
2023
Q2 		$293K Hold
1,859
– – 0.04% 108
2023
Q1 		$283K Hold
1,859
– – 0.05% 109
2022
Q4 		$282K Buy
1,859
+50
+3% +$7.48K 0.05% 109
2022
Q3 		$246K Buy
1,809
+402
+29% +$60.4K 0.04% 111
2022
Q2 		$204K Buy
1,407
+170
+14% +$26.6K 0.03% 121
2022
Q1 		$205K Buy
+1,237
New +$203K 0.03% 131

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LaFleur & Godfrey's IWD Position: Q2 2026 in Review

LaFleur & Godfrey reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.6% in Q2 2026, selling an estimated $16.8K and leaving 1,484 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #118.

LaFleur & Godfrey first reported a position in IWD in Q1 2022 and has held it in 18 quarters since. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • LaFleur & Godfrey held 1,484 shares of iShares Russell 1000 Value ETF worth $360K as of Q2 2026.
  • LaFleur & Godfrey sold 72 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $16.8K.
  • iShares Russell 1000 Value ETF made up 0.04% of LaFleur & Godfrey's portfolio in Q2 2026, its #118 holding.
  • LaFleur & Godfrey first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on LaFleur & Godfrey's 13F filing for Q2 2026, filed 15 Jul 2026.