Litman Gregory Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Litman Gregory Wealth Management’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
2025 Q4	$1.65M	Buy	7,853 +586	+8%	+$121K	0.12%	66
2025 Q3	$1.48M	Hold	7,267	–	–	0.11%	65
2025 Q2	$1.41M	Hold	7,267	–	–	0.11%	66
2025 Q1	$1.37M	Sell	7,267 -73	-1%	-$13.9K	0.12%	63
2024 Q4	$1.36M	Hold	7,340	–	–	0.12%	59
2024 Q3	$1.39M	Hold	7,340	–	–	0.12%	62
2024 Q2	$1.28M	Buy	7,340 +745	+11%	+$130K	0.11%	65
2024 Q1	$1.18M	Buy	6,595 +209	+3%	+$35.4K	0.11%	67
2023 Q4	$1.06M	Hold	6,386	–	–	0.1%	69
2023 Q3	$970K	Buy	+6,386	New	+$1.01M	0.1%	70
2021 Q2	–	Sell	-492	Closed	-$75K	–	125
2021 Q1	$75K	Hold	492	–	–	0.01%	87
2020 Q4	$67K	Sell	492 -434	-47%	-$55.7K	0.01%	90
2020 Q3	$109K	Buy	926 +434	+88%	+$51.5K	0.02%	69
2020 Q2	$55K	Buy	492 +125	+34%	+$13.7K	0.01%	91
2020 Q1	$36K	Hold	367	–	–	0.01%	95
2019 Q4	$50K	Buy	367 +117	+47%	+$15.4K	0.01%	92
2019 Q3	$32K	Hold	250	–	–	0.01%	91
2019 Q2	$32K	Hold	250	–	–	0.01%	110
2019 Q1	$31K	Buy	+250	New	+$30K	0.01%	79

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Litman Gregory Wealth Management's IWD Position: Q4 2025 in Review

Litman Gregory Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 8.1% in Q4 2025, buying an estimated $121K and bringing the position to 7,853 shares worth $1.65M. The position accounts for 0.12% of the portfolio, ranked #66.

Litman Gregory Wealth Management first reported a position in IWD in Q1 2019 and has held it in 19 quarters since. 1,910 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

Litman Gregory Wealth Management held 7,853 shares of iShares Russell 1000 Value ETF worth $1.65M as of Q4 2025.
Litman Gregory Wealth Management bought 586 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $121K.
iShares Russell 1000 Value ETF made up 0.12% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #66 holding.
Litman Gregory Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 19 quarters since.
1,910 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.