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Lebenthal Global Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lebenthal Global 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 		$292K Sell
1,204
-271
-18% -$63.1K 0.04% 185
2026
Q1 		$315K Buy
1,475
+239
+19% +$52.3K 0.05% 175
2025
Q4 		$260K Buy
1,236
+75
+6% +$15.5K 0.04% 169
2025
Q3 		$236K Hold
1,161
– – 0.04% 182
2025
Q2 		$226K Buy
+1,161
New +$215K 0.04% 183

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

Lebenthal Global Advisors's IWD Position: Q2 2026 in Review

Lebenthal Global Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 18% in Q2 2026, selling an estimated $63.1K and leaving 1,204 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #185.

Lebenthal Global Advisors first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. The position peaked at $315K in Q1 2026. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Lebenthal Global Advisors held 1,204 shares of iShares Russell 1000 Value ETF worth $292K as of Q2 2026.
  • Lebenthal Global Advisors sold 271 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $63.1K.
  • iShares Russell 1000 Value ETF made up 0.04% of Lebenthal Global Advisors's portfolio in Q2 2026, its #185 holding.
  • Lebenthal Global Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Lebenthal Global Advisors's iShares Russell 1000 Value ETF position peaked at $315K in Q1 2026.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.