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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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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

London & Capital Asset Management's IWD Position: Q1 2026 in Review

London & Capital Asset Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 43% in Q1 2026, selling an estimated $217K and leaving 1,288 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

London & Capital Asset Management first reported a position in IWD in Q4 2025 and has held it in 2 quarters since. The position peaked at $479K in Q4 2025. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • London & Capital Asset Management held 1,288 shares of iShares Russell 1000 Value ETF worth $275K as of Q1 2026.
  • London & Capital Asset Management sold 991 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $217K.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of London & Capital Asset Management's portfolio in Q1 2026, its #203 holding.
  • London & Capital Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • London & Capital Asset Management's iShares Russell 1000 Value ETF position peaked at $479K in Q4 2025.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on London & Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.