Leo Wealth LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

Leo Wealth LLC’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	$726K	Sell	3,398 -76	-2%	-$16.6K	0.05%	219
2025 Q4	$731K	Buy	3,474 +706	+26%	+$146K	0.05%	212
2025 Q3	$563K	Sell	2,768 -162	-6%	-$32.2K	0.07%	164
2025 Q2	$569K	Sell	2,930 -113	-4%	-$20.9K	0.04%	217
2025 Q1	$573K	Sell	3,043 -128	-4%	-$24.4K	0.08%	165
2024 Q4	$587K	Buy	3,171 +17	+0.5%	+$3.26K	0.05%	214
2024 Q3	$599K	Buy	3,154 +16	+0.5%	+$2.92K	0.05%	205
2024 Q2	$547K	Sell	3,138 -459	-13%	-$80.3K	0.06%	208
2024 Q1	$644K	Buy	3,597 +13	+0.4%	+$2.2K	0.07%	189
2023 Q4	$598K	Buy	+3,584	New	+$553K	0.06%	185

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Leo Wealth LLC's IWD Position: Q1 2026 in Review

Leo Wealth LLC reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.2% in Q1 2026, selling an estimated $16.6K and leaving 3,398 shares worth $726K. The position accounts for 0.05% of the portfolio, ranked #219.

Leo Wealth LLC first reported a position in IWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $731K in Q4 2025. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Leo Wealth LLC held 3,398 shares of iShares Russell 1000 Value ETF worth $726K as of Q1 2026.
Leo Wealth LLC sold 76 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $16.6K.
iShares Russell 1000 Value ETF made up 0.05% of Leo Wealth LLC's portfolio in Q1 2026, its #219 holding.
Leo Wealth LLC first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's iShares Russell 1000 Value ETF position peaked at $731K in Q4 2025.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.