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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
Q2 		$1.54M Sell
6,357
-41
-0.6% -$9.55K 0.04% 290
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 $1.55T 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

Larson Financial Group's IWD Position: Q2 2026 in Review

Larson Financial Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.64% in Q2 2026, selling an estimated $9.55K and leaving 6,357 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #290.

Larson Financial Group first reported a position in IWD in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.55M in Q3 2024. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Larson Financial Group held 6,357 shares of iShares Russell 1000 Value ETF worth $1.54M as of Q2 2026.
  • Larson Financial Group sold 41 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $9.55K.
  • iShares Russell 1000 Value ETF made up 0.04% of Larson Financial Group's portfolio in Q2 2026, its #290 holding.
  • Larson Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's iShares Russell 1000 Value ETF position peaked at $1.55M in Q3 2024.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.