Lakeridge Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lakeridge Wealth 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
2026 Q2	$315K	Buy	1,301 +1	+0.1%	+$233	0.12%	140
2026 Q1	$278K	Buy	1,300 +1	+0.1%	+$219	0.12%	136
2025 Q4	$273K	Sell	1,299 -130	-9%	-$26.9K	0.12%	132
2025 Q3	$291K	Buy	1,429 +2	+0.1%	+$398	0.13%	121
2025 Q2	$277K	Sell	1,427 -1,380	-49%	-$256K	0.13%	123
2025 Q1	$528K	Sell	2,807 -69	-2%	-$13.1K	0.26%	79
2024 Q4	$532K	Buy	2,876 +2	+0.1%	+$384	0.28%	76
2024 Q3	$545K	Buy	2,874 +12	+0.4%	+$2.19K	0.3%	71
2024 Q2	$499K	Buy	2,862 +1,673	+141%	+$293K	0.3%	69
2024 Q1	$213K	Sell	1,189 -173	-13%	-$29.3K	0.14%	125
2023 Q4	$225K	Buy	+1,362	New	+$210K	0.16%	114

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

Lakeridge Wealth Management's IWD Position: Q2 2026 in Review

Lakeridge Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.08% in Q2 2026, buying an estimated $233 and bringing the position to 1,301 shares worth $315K. The position accounts for 0.12% of the portfolio, ranked #140.

Lakeridge Wealth Management first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $545K in Q3 2024. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Lakeridge Wealth Management held 1,301 shares of iShares Russell 1000 Value ETF worth $315K as of Q2 2026.
Lakeridge Wealth Management bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
iShares Russell 1000 Value ETF made up 0.12% of Lakeridge Wealth Management's portfolio in Q2 2026, its #140 holding.
Lakeridge Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's iShares Russell 1000 Value ETF position peaked at $545K in Q3 2024.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.