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 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	–	–	﹤0.01%	139
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 $1.37T 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

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

JP Morgan Chase

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

Financial Engines Advisors

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

Envestnet Asset Management

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

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

Raymond James Financial

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