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

LJI 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
2026 Q1	–	Sell	-1,962	Closed	-$413K	–	201
2025 Q4	$413K	Buy	+1,962	New	+$405K	0.06%	124
2025 Q3	–	Sell	-1,850	Closed	-$359K	–	199
2025 Q2	$359K	Hold	1,850	–	–	0.06%	128
2025 Q1	$348K	Hold	1,850	–	–	0.07%	120
2024 Q4	$342K	Sell	1,850 -210	-10%	-$40.3K	0.07%	120
2024 Q3	$391K	Hold	2,060	–	–	0.08%	128
2024 Q2	$359K	Hold	2,060	–	–	0.08%	129
2024 Q1	$369K	Sell	2,060 -270	-12%	-$45.7K	0.1%	103
2023 Q4	$385K	Hold	2,330	–	–	0.1%	109
2023 Q3	$354K	Sell	2,330 -365,414	-99%	-$58M	0.1%	106
2023 Q2	$368K	Buy	367,744 +365,210	+14,412%	+$55.8M	0.11%	98
2023 Q1	$386K	Buy	2,534 +204	+9%	+$31.5K	0.12%	92
2022 Q4	$353K	Buy	+2,330	New	+$349K	0.12%	87

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LJI Wealth Management's IWD Position: Q1 2026 in Review

LJI Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 1,962 shares — an estimated $413K sold.

LJI Wealth Management first reported a position in IWD in Q4 2022 and held it in 12 quarters. The position peaked at $413K in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

LJI Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
LJI Wealth Management sold 1,962 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $413K.
LJI Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 12 quarters.
LJI Wealth Management's iShares Russell 1000 Value ETF position peaked at $413K in Q4 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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