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Lake Street Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lake Street Private Wealth’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 		$552K Buy
2,276
+6
+0.3% +$1.4K 0.06% 168
2026
Q1 		$485K Buy
2,270
+8
+0.4% +$1.75K 0.06% 172
2025
Q4 		$476K Sell
2,262
-16
-0.7% -$3.31K 0.06% 181
2025
Q3 		$464K Buy
2,278
+10
+0.4% +$1.99K 0.06% 177
2025
Q2 		$441K Sell
2,268
-22
-1% -$4.07K 0.06% 173
2025
Q1 		$431K Sell
2,290
-69
-3% -$13.1K 0.07% 165
2024
Q4 		$437K Sell
2,359
-225
-9% -$43.2K 0.07% 158
2024
Q3 		$491K Sell
2,584
-766
-23% -$140K 0.08% 163
2024
Q2 		$584K Buy
3,350
+1
+0% +$175 0.08% 203
2024
Q1 		$600K Sell
3,349
-283
-8% -$47.9K 0.08% 206
2023
Q4 		$600K Buy
3,632
+18
+0.5% +$2.78K 0.09% 190
2023
Q3 		$551K Sell
3,614
-32
-0.9% -$5.08K 0.1% 179
2023
Q2 		$575K Buy
3,646
+11
+0.3% +$1.68K 0.1% 171
2023
Q1 		$553K Buy
3,635
+8
+0.2% +$1.24K 0.1% 174
2022
Q4 		$550K Buy
3,627
+104
+3% +$15.6K 0.11% 172
2022
Q3 		$479K Sell
3,523
-5
-0.1% -$751 0.11% 167
2022
Q2 		$511K Hold
3,528
– – 0.11% 164
2022
Q1 		$586K Hold
3,528
– – 0.11% 175
2021
Q4 		$592K Buy
3,528
+835
+31% +$137K 0.1% 179
2021
Q3 		$421K Sell
2,693
-64
-2% -$10.3K 0.1% 158
2021
Q2 		$440K Hold
2,757
– – 0.11% 149
2021
Q1 		$418K Sell
2,757
-6
-0.2% -$868 0.12% 154
2020
Q4 		$378K Buy
+2,763
New +$354K 0.11% 148

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Lake Street Private Wealth's IWD Position: Q2 2026 in Review

Lake Street Private Wealth increased its iShares Russell 1000 Value ETF (IWD) stake by 0.26% in Q2 2026, buying an estimated $1.4K and bringing the position to 2,276 shares worth $552K. The position accounts for 0.06% of the portfolio, ranked #168.

Lake Street Private Wealth first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. The position peaked at $600K in Q4 2023. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Lake Street Private Wealth held 2,276 shares of iShares Russell 1000 Value ETF worth $552K as of Q2 2026.
  • Lake Street Private Wealth bought 6 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.4K.
  • iShares Russell 1000 Value ETF made up 0.06% of Lake Street Private Wealth's portfolio in Q2 2026, its #168 holding.
  • Lake Street Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Lake Street Private Wealth's iShares Russell 1000 Value ETF position peaked at $600K in Q4 2023.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.