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Lokken Investment Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lokken Investment Group’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
2025
Q3 		$290K Hold
1,425
– – 0.1% 122
2025
Q2 		$277K Buy
1,425
+111
+8% +$20.6K 0.11% 110
2025
Q1 		$247K Hold
1,314
– – 0.1% 115
2024
Q4 		$243K Hold
1,314
– – 0.11% 116
2024
Q3 		$249K Hold
1,314
– – 0.1% 129
2024
Q2 		$229K Hold
1,314
– – 0.11% 126
2024
Q1 		$235K Hold
1,314
– – 0.12% 123
2023
Q4 		$217K Buy
+1,314
New +$203K 0.12% 123

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Lokken Investment Group's IWD Position: Q3 2025 in Review

Lokken Investment Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2025 at 1,425 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #122.

Lokken Investment Group first reported a position in IWD in Q4 2023 and has held it in 8 quarters since. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

  • Lokken Investment Group held 1,425 shares of iShares Russell 1000 Value ETF worth $290K as of Q3 2025.
  • Lokken Investment Group left its iShares Russell 1000 Value ETF share count unchanged in Q3 2025.
  • iShares Russell 1000 Value ETF made up 0.1% of Lokken Investment Group's portfolio in Q3 2025, its #122 holding.
  • Lokken Investment Group first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 8 quarters since.
  • 1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.