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Larson Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Larson Financial Group’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
Q1 		$1.37M Sell
6,398
-468
-7% -$102K 0.04% 283
2025
Q4 		$1.44M Sell
6,866
-138
-2% -$28.5K 0.05% 269
2025
Q3 		$1.43M Sell
7,004
-200
-3% -$39.8K 0.05% 268
2025
Q2 		$1.4M Sell
7,204
-518
-7% -$95.9K 0.06% 257
2025
Q1 		$1.45M Sell
7,722
-159
-2% -$30.3K 0.07% 225
2024
Q4 		$1.46M Sell
7,881
-289
-4% -$55.4K 0.08% 203
2024
Q3 		$1.55M Sell
8,170
-179
-2% -$32.6K 0.09% 188
2024
Q2 		$1.46M Buy
8,349
+378
+5% +$66.1K 0.1% 164
2024
Q1 		$1.43M Sell
7,971
-65
-0.8% -$11K 0.11% 150
2023
Q4 		$1.33M Buy
8,036
+9
+0.1% +$1.39K 0.12% 150
2023
Q3 		$1.22M Sell
8,027
-1
-0% -$159 0.12% 147
2023
Q2 		$1.27M Sell
8,028
-333
-4% -$50.9K 0.13% 144
2023
Q1 		$1.27M Buy
8,361
+94
+1% +$14.5K 0.14% 140
2022
Q4 		$1.25M Sell
8,267
-53
-0.6% -$7.93K 0.15% 137
2022
Q3 		$1.13M Sell
8,320
-128
-2% -$19.2K 0.16% 122
2022
Q2 		$1.23M Sell
8,448
-134
-2% -$21K 0.21% 58
2022
Q1 		$1.42M Buy
8,582
+9
+0.1% +$1.48K 0.23% 57
2021
Q4 		$1.44M Sell
8,573
-494
-5% -$80.9K 0.23% 57
2021
Q3 		$1.42M Buy
9,067
+466
+5% +$74.7K 0.28% 47
2021
Q2 		$1.36M Buy
8,601
+85
+1% +$13.5K 0.32% 41
2021
Q1 		$1.29M Sell
8,516
-433
-5% -$62.6K 0.38% 35
2020
Q4 		$1.22M Buy
8,949
+43
+0.5% +$5.52K 0.42% 34
2020
Q3 		$1.05M Sell
8,906
-4,323
-33% -$513K 0.43% 35
2020
Q2 		$1.49M Buy
13,229
+6,581
+99% +$724K 0.71% 34
2020
Q1 		$659K Buy
6,648
+6,458
+3,399% +$805K 0.41% 47
2019
Q4 		$26K Buy
190
+81
+74% +$10.7K 0.02% 200
2019
Q3 		$14K Buy
109
+71
+187% +$9.02K 0.01% 263
2019
Q2 		$5K Hold
38
– – ﹤0.01% 312
2019
Q1 		$5K Hold
38
– – ﹤0.01% 293
2018
Q4 		$4K Buy
+38
New +$4.55K ﹤0.01% 297

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Larson Financial Group's IWD Position: Q1 2026 in Review

Larson Financial Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 6.8% in Q1 2026, selling an estimated $102K and leaving 6,398 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #283.

Larson Financial Group first reported a position in IWD in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.55M in Q3 2024. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Larson Financial Group held 6,398 shares of iShares Russell 1000 Value ETF worth $1.37M as of Q1 2026.
  • Larson Financial Group sold 468 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $102K.
  • iShares Russell 1000 Value ETF made up 0.04% of Larson Financial Group's portfolio in Q1 2026, its #283 holding.
  • Larson Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's iShares Russell 1000 Value ETF position peaked at $1.55M in Q3 2024.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.