Lodestar Private Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
Other funds holding IWD
Lodestar Private Asset Management's IWD Position: Q1 2026 in Review
Lodestar Private Asset Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.5% in Q1 2026, selling an estimated $30K and leaving 2,333 shares worth $498K. The position accounts for 0.05% of the portfolio, ranked #153.
Lodestar Private Asset Management first reported a position in IWD in Q2 2024 and has held it in 8 quarters since. The position peaked at $520K in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.
- Lodestar Private Asset Management held 2,333 shares of iShares Russell 1000 Value ETF worth $498K as of Q1 2026.
- Lodestar Private Asset Management sold 137 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $30K.
- iShares Russell 1000 Value ETF made up 0.05% of Lodestar Private Asset Management's portfolio in Q1 2026, its #153 holding.
- Lodestar Private Asset Management first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 8 quarters since.
- Lodestar Private Asset Management's iShares Russell 1000 Value ETF position peaked at $520K in Q4 2025.
- 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.
Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.