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LM Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

LM Advisors’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 		$713K Buy
2,941
+2,313
+368% +$539K 0.08% 137
2026
Q1 		$2.94K Buy
628
+9
+1% +$1.97K 0.05% 162
2025
Q4 		$2.94K Sell
619
-2,322
-79% -$480K 0.05% 157
2025
Q3 		$599K Hold
2,941
– – 0.09% 123
2025
Q2 		$571K Sell
2,941
-300
-9% -$55.6K 0.07% 120
2025
Q1 		$610K Buy
3,241
+726
+29% +$138K 0.11% 140
2024
Q4 		$466K Hold
2,515
– – 0.08% 140
2024
Q3 		$477K Hold
2,515
– – 0.1% 121
2024
Q2 		$439K Hold
2,515
– – 0.08% 137
2024
Q1 		$450K Buy
2,515
+500
+25% +$84.6K 0.07% 144
2023
Q4 		$333K Buy
+2,015
New +$311K 0.07% 143

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

LM Advisors's IWD Position: Q2 2026 in Review

LM Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 368% in Q2 2026, buying an estimated $539K and bringing the position to 2,941 shares worth $713K. The position accounts for 0.08% of the portfolio, ranked #137.

LM Advisors first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • LM Advisors held 2,941 shares of iShares Russell 1000 Value ETF worth $713K as of Q2 2026.
  • LM Advisors bought 2,313 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $539K.
  • iShares Russell 1000 Value ETF made up 0.08% of LM Advisors's portfolio in Q2 2026, its #137 holding.
  • LM Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.