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

LifeSteps Financial’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 		$62.1K Buy
+256
New +$59.6K 0.03% 193
2024
Q2 		– Sell
-89
Closed -$15.9K – 238
2024
Q1 		$15.9K Buy
+89
New +$15.1K 0.01% 254

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

LifeSteps Financial's IWD Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 256 shares worth $62.1K. The stake represents 0.03% of the portfolio and ranks #193 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in IWD as recently as Q1 2024.

LifeSteps Financial first reported a position in IWD in Q1 2024 and has held it in 2 quarters since. 509 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • LifeSteps Financial held 256 shares of iShares Russell 1000 Value ETF worth $62.1K as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #193 holding.
  • LifeSteps Financial first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 2 quarters since.
  • 509 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.