LOM Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

LOM Asset 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	$72.7K	Hold	300	–	–	0.02%	201
2026 Q1	$64.1K	Hold	300	–	–	0.02%	200
2025 Q4	$63.1K	Hold	300	–	–	0.02%	198
2025 Q3	$61K	Hold	300	–	–	0.02%	181
2025 Q2	$58K	Buy	+300	New	+$55.6K	0.02%	179

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

LOM Asset Management's IWD Position: Q2 2026 in Review

LOM Asset Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 300 shares worth $72.7K. The position accounts for 0.02% of the portfolio, ranked #201.

LOM Asset Management first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

LOM Asset Management held 300 shares of iShares Russell 1000 Value ETF worth $72.7K as of Q2 2026.
LOM Asset Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.02% of LOM Asset Management's portfolio in Q2 2026, its #201 holding.
LOM Asset Management first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.