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 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

LJI Wealth Management's IWD Position: Q2 2026 in Review

LJI Wealth Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 1,962 shares worth $476K. The stake represents 0.07% of the portfolio and ranks #119 among its holdings. This is a return to the name: LJI Wealth Management previously reported a position in IWD as recently as Q4 2025.

LJI Wealth Management first reported a position in IWD in Q4 2022 and has held it in 13 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

LJI Wealth Management held 1,962 shares of iShares Russell 1000 Value ETF worth $476K as of Q2 2026.
iShares Russell 1000 Value ETF was a new LJI Wealth Management position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.07% of LJI Wealth Management's portfolio in Q2 2026, its #119 holding.
LJI Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 13 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.