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Live Oak Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Live Oak Private Wealth’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 		$914K Sell
3,771
-1,856
-33% -$432K 0.11% 116
2026
Q1 		$1.2M Sell
5,627
-4
-0.1% -$876 0.17% 93
2025
Q4 		$1.18M Sell
5,631
-31
-0.5% -$6.4K 0.16% 94
2025
Q3 		$1.15M Buy
5,662
+8
+0.1% +$1.59K 0.16% 96
2025
Q2 		$1.1M Sell
5,654
-273
-5% -$50.6K 0.16% 95
2025
Q1 		$1.12M Buy
5,927
+798
+16% +$152K 0.18% 89
2024
Q4 		$950K Sell
5,129
-73
-1% -$14K 0.16% 97
2024
Q3 		$987K Buy
5,202
+342
+7% +$62.3K 0.16% 91
2024
Q2 		$848K Buy
4,860
+290
+6% +$50.7K 0.15% 98
2024
Q1 		$819K Buy
4,570
+322
+8% +$54.5K 0.14% 96
2023
Q4 		$702K Sell
4,248
-26
-0.6% -$4.01K 0.13% 99
2023
Q3 		$649K Buy
4,274
+65
+2% +$10.3K 0.14% 95
2023
Q2 		$664K Buy
4,209
+558
+15% +$85.3K 0.13% 98
2023
Q1 		$556K Sell
3,651
-194
-5% -$30K 0.11% 106
2022
Q4 		$583K Sell
3,845
-116
-3% -$17.4K 0.12% 107
2022
Q3 		$539K Sell
3,961
-17
-0.4% -$2.56K 0.12% 111
2022
Q2 		$577K Sell
3,978
-304
-7% -$47.6K 0.12% 117
2022
Q1 		$711K Buy
4,282
+52
+1% +$8.54K 0.14% 102
2021
Q4 		$710K Buy
4,230
+62
+1% +$10.2K 0.13% 106
2021
Q3 		$652K Sell
4,168
-91
-2% -$14.6K 0.13% 112
2021
Q2 		$676K Buy
4,259
+658
+18% +$104K 0.15% 101
2021
Q1 		$546K Buy
3,601
+146
+4% +$21.1K 0.13% 105
2020
Q4 		$472K Buy
3,455
+138
+4% +$17.7K 0.13% 103
2020
Q3 		$392K Sell
3,317
-144
-4% -$17.1K 0.13% 98
2020
Q2 		$390K Buy
+3,461
New +$381K 0.14% 99
2020
Q1 		– Sell
-1,688
Closed -$230K – 82
2019
Q4 		$230K Buy
+1,688
New +$222K 0.22% 73

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

Live Oak Private Wealth's IWD Position: Q2 2026 in Review

Live Oak Private Wealth reduced its iShares Russell 1000 Value ETF (IWD) stake by 33% in Q2 2026, selling an estimated $432K and leaving 3,771 shares worth $914K. The position accounts for 0.11% of the portfolio, ranked #116.

Live Oak Private Wealth first reported a position in IWD in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.2M in Q1 2026. 1,977 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Live Oak Private Wealth held 3,771 shares of iShares Russell 1000 Value ETF worth $914K as of Q2 2026.
  • Live Oak Private Wealth sold 1,856 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $432K.
  • iShares Russell 1000 Value ETF made up 0.11% of Live Oak Private Wealth's portfolio in Q2 2026, its #116 holding.
  • Live Oak Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Live Oak Private Wealth's iShares Russell 1000 Value ETF position peaked at $1.2M in Q1 2026.
  • 1,977 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.