LJI Wealth Management
IWD icon

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
Q3 		– Sell
-1,962
Closed -$476K – 209
2026
Q2 		$476K Buy
+1,962
New +$457K 0.07% 119
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 Hold
2,330
– – 0.1% 106
2023
Q2 		$368K Sell
2,330
-204
-8% -$31.2K 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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LJI Wealth Management's IWD Position: Q3 2026 in Review

LJI Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2026, closing a stake of 1,962 shares — an estimated $476K sold.

LJI Wealth Management first reported a position in IWD in Q4 2022 and held it in 13 quarters. The position peaked at $476K in Q2 2026. 1,632 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • LJI Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2026 after selling out during the quarter.
  • LJI Wealth Management sold 1,962 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $476K.
  • LJI Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 13 quarters.
  • LJI Wealth Management's iShares Russell 1000 Value ETF position peaked at $476K in Q2 2026.
  • 1,632 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.