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Lakeshore Financial Planning’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lakeshore Financial Planning’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 		$249K Hold
1,028
– – 0.08% 79
2026
Q1 		$220K Sell
1,028
-1
-0.1% -$219 0.08% 77
2025
Q4 		$216K Buy
1,029
+2
+0.2% +$413 0.08% 77
2025
Q3 		$209K Buy
+1,027
New +$204K 0.08% 77
2024
Q3 		– Sell
-1,318
Closed -$230K – 75
2024
Q2 		$230K Hold
1,318
– – 0.11% 57
2024
Q1 		$236K Hold
1,318
– – 0.12% 57
2023
Q4 		$218K Buy
+1,318
New +$204K 0.12% 53

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Lakeshore Financial Planning's IWD Position: Q2 2026 in Review

Lakeshore Financial Planning held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,028 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #79.

Lakeshore Financial Planning first reported a position in IWD in Q4 2023 and has held it in 7 quarters since. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Lakeshore Financial Planning held 1,028 shares of iShares Russell 1000 Value ETF worth $249K as of Q2 2026.
  • Lakeshore Financial Planning left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.08% of Lakeshore Financial Planning's portfolio in Q2 2026, its #79 holding.
  • Lakeshore Financial Planning first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 7 quarters since.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.