London & Capital Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

London & Capital 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	$363K	Buy	1,498 +210	+16%	+$48.9K	﹤0.01%	165
2026 Q1	$275K	Sell	1,288 -991	-43%	-$217K	﹤0.01%	203
2025 Q4	$479K	Buy	+2,279	New	+$471K	0.01%	170

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 22.9% 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

London & Capital Asset Management's IWD Position: Q2 2026 in Review

London & Capital Asset Management increased its iShares Russell 1000 Value ETF (IWD) stake by 16% in Q2 2026, buying an estimated $48.9K and bringing the position to 1,498 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

London & Capital Asset Management first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $479K in Q4 2025. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

London & Capital Asset Management held 1,498 shares of iShares Russell 1000 Value ETF worth $363K as of Q2 2026.
London & Capital Asset Management bought 210 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $48.9K.
iShares Russell 1000 Value ETF made up ﹤0.01% of London & Capital Asset Management's portfolio in Q2 2026, its #165 holding.
London & Capital Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
London & Capital Asset Management's iShares Russell 1000 Value ETF position peaked at $479K in Q4 2025.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.