LBJ Family Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

LBJ Family Wealth Advisors’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	$37.7M	Sell	155,137 -1,827	-1%	-$426K	19.2%	2
2026 Q1	$32.9M	Sell	156,964 -3,588	-2%	-$786K	19.27%	2
2025 Q4	$33.8M	Sell	160,552 -3,698	-2%	-$764K	18.57%	2
2025 Q3	$33.4M	Sell	164,250 -615	-0.4%	-$122K	18.23%	2
2025 Q2	$32M	Buy	164,865 +265	+0.2%	+$49.1K	18.63%	2
2025 Q1	$31M	Sell	164,600 -3,916	-2%	-$746K	19.77%	2
2024 Q4	$31.2M	Sell	168,516 -1,227	-0.7%	-$235K	18.6%	2
2024 Q3	$32.2M	Sell	169,743 -250	-0.1%	-$45.5K	19.12%	2
2024 Q2	$29.7M	Sell	169,993 -1,726	-1%	-$302K	18.64%	2
2024 Q1	$30.8M	Buy	171,719 +1,811	+1%	+$306K	19.54%	2
2023 Q4	$28.1M	Sell	169,908 -1,628	-0.9%	-$251K	19.42%	2
2023 Q3	$26M	Sell	171,536 -2,851	-2%	-$452K	19.54%	2
2023 Q2	$27.5M	Sell	174,387 -13,642	-7%	-$2.09M	19.11%	2
2023 Q1	$28.6M	Sell	188,029 -190	-0.1%	-$29.3K	20.09%	2
2022 Q4	$28.5M	Buy	188,219 +63,017	+50%	+$9.43M	21.31%	1
2022 Q3	$26.3M	Sell	125,202 -68,816	-35%	-$10.3M	21.26%	1
2022 Q2	$28.1M	Sell	194,018 -1,359	-0.7%	-$213K	21.07%	2
2022 Q1	$32.3M	Sell	195,377 -3,088	-2%	-$507K	20.7%	2
2021 Q4	$33.3M	Buy	198,465 +4,555	+2%	+$746K	19.38%	2
2021 Q3	$31.3M	Hold	193,910	–	–	18.66%	2
2021 Q2	$30.8M	Sell	193,910 -5,006	-3%	-$793K	18.28%	2
2021 Q1	$30.1M	Buy	198,916 +561	+0.3%	+$81.2K	18.98%	2
2020 Q4	$27.1M	Buy	198,355 +527	+0.3%	+$67.6K	17.66%	2
2020 Q3	$23.4M	Buy	197,828 +1,163	+0.6%	+$138K	17.69%	2
2020 Q2	$22.1M	Buy	196,665 +1,109	+0.6%	+$122K	17.78%	2
2020 Q1	$19.4M	Sell	195,556 -8,757	-4%	-$1.09M	18.77%	2
2019 Q4	$27.8M	Buy	204,313 +1,233	+0.6%	+$163K	19.19%	2
2019 Q3	$26M	Sell	203,080 -8,272	-4%	-$1.05M	19.59%	2
2019 Q2	$27.1M	Buy	211,352 +2,140	+1%	+$268K	20.01%	2
2019 Q1	$25.8M	Buy	209,212 +614	+0.3%	+$73.8K	14.53%	3
2018 Q4	$23.2M	Buy	208,598 +5,680	+3%	+$681K	20.32%	2
2018 Q3	$25.7M	Sell	202,918 -364	-0.2%	-$45.7K	19.7%	2
2018 Q2	$24.7M	Hold	203,282	–	–	19.85%	2
2018 Q1	$24.4M	Buy	203,282 +2,227	+1%	+$278K	20.2%	2
2017 Q4	$25M	Buy	201,055 +986	+0.5%	+$119K	20.57%	2
2017 Q3	$23.7M	Buy	200,069 +8,330	+4%	+$971K	20.2%	2
2017 Q2	$22.3M	Sell	191,739 -1,609	-0.8%	-$185K	20.16%	1
2017 Q1	$22.2M	Sell	193,348 -414	-0.2%	-$47.5K	21.08%	1
2016 Q4	$21.7M	Buy	193,762 +181	+0.1%	+$19.6K	21.65%	1
2016 Q3	$20.4M	Buy	193,581 +10,034	+5%	+$1.06M	21.17%	1
2016 Q2	$18.9M	Hold	183,547	–	–	21.32%	1
2016 Q1	$18.1M	Buy	183,547 +30,615	+20%	+$2.87M	20.96%	1
2015 Q4	$14.8M	Buy	152,932 +1,859	+1%	+$185K	19.44%	2
2015 Q3	$14.1M	Buy	151,073 +7,987	+6%	+$793K	19.23%	2
2015 Q2	$14.8M	Sell	143,086 -355	-0.2%	-$37.2K	20.02%	2
2015 Q1	$15M	Sell	143,441 -3,206	-2%	-$332K	19.59%	2
2014 Q4	$15.3M	Buy	+146,647	New	+$15M	21.02%	2
2013 Q4	$12.6M	Buy	+133,613	New	+$12.1M	18.71%	2

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

LBJ Family Wealth Advisors's IWD Position: Q2 2026 in Review

LBJ Family Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.2% in Q2 2026, selling an estimated $426K and leaving 155,137 shares worth $37.7M. The position accounts for 19.2% of the portfolio, ranked #2.

LBJ Family Wealth Advisors first reported a position in IWD in Q4 2013 and has held it in 48 quarters since. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

LBJ Family Wealth Advisors held 155,137 shares of iShares Russell 1000 Value ETF worth $37.7M as of Q2 2026.
LBJ Family Wealth Advisors sold 1,827 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $426K.
iShares Russell 1000 Value ETF made up 19.2% of LBJ Family Wealth Advisors's portfolio in Q2 2026, its #2 holding.
LBJ Family Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and has held it in 48 quarters since.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.