London Company of Virginia’s iShares Russell 1000 Value ETF IWD Stock Holding History

London Company of Virginia’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	$2.26M	Sell	10,557 -130,307	-93%	-$28.5M	0.01%	123
2025 Q4	$29.6M	Buy	140,864 +136,764	+3,336%	+$28.2M	0.17%	92
2025 Q3	$835K	Sell	4,100 -2,604	-39%	-$518K	﹤0.01%	147
2025 Q2	$1.3M	Sell	6,704 -37,015	-85%	-$6.86M	0.01%	137
2025 Q1	$8.23M	Sell	43,719 -246,400	-85%	-$46.9M	0.05%	121
2024 Q4	$53.7M	Buy	290,119 +278,867	+2,478%	+$53.5M	0.29%	76
2024 Q3	$2.14M	Buy	11,252 +3,915	+53%	+$713K	0.01%	131
2024 Q2	$1.28M	Buy	7,337 +4,522	+161%	+$791K	0.01%	138
2024 Q1	$504K	Sell	2,815 -309,115	-99%	-$52.3M	﹤0.01%	148
2023 Q4	$51.5M	Buy	311,930 +277,657	+810%	+$42.9M	0.29%	74
2023 Q3	$5.2M	Buy	34,273 +9,478	+38%	+$1.5M	0.03%	120
2023 Q2	$3.91M	Buy	24,795 +20,537	+482%	+$3.14M	0.02%	121
2023 Q1	$648K	Sell	4,258 -368,163	-99%	-$56.9M	﹤0.01%	138
2022 Q4	$56.5M	Buy	372,421 +225,334	+153%	+$33.7M	0.33%	69
2022 Q3	$20M	Buy	147,087 +26,845	+22%	+$4.03M	0.13%	92
2022 Q2	$17.4M	Buy	120,242 +87,438	+267%	+$13.7M	0.11%	98
2022 Q1	$5.45M	Sell	32,804 -192,330	-85%	-$31.6M	0.03%	119
2021 Q4	$37.8M	Buy	225,134 +221,310	+5,787%	+$36.3M	0.19%	82
2021 Q3	$598K	Buy	+3,824	New	+$613K	﹤0.01%	137
2021 Q2	–	Sell	-7,056	Closed	-$1.07M	–	157
2021 Q1	$1.07M	Sell	7,056 -130,189	-95%	-$18.8M	0.01%	122
2020 Q4	$18.8M	Buy	137,245 +134,959	+5,904%	+$17.3M	0.12%	90
2020 Q3	$270K	Buy	+2,286	New	+$271K	﹤0.01%	134
2020 Q2	–	Sell	-178,989	Closed	-$17.8M	–	153
2020 Q1	$17.8M	Buy	178,989 +71,042	+66%	+$8.85M	0.17%	84
2019 Q4	$14.7M	Buy	107,947 +91,601	+560%	+$12.1M	0.11%	105
2019 Q3	$2.1M	Sell	16,346 -23,598	-59%	-$3M	0.02%	114
2019 Q2	$5.08M	Buy	+39,944	New	+$5M	0.04%	108
2016 Q3	–	Sell	-3,011	Closed	-$311K	–	128
2016 Q2	$311K	Buy	+3,011	New	+$304K	﹤0.01%	114

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

London Company of Virginia's IWD Position: Q1 2026 in Review

London Company of Virginia reduced its iShares Russell 1000 Value ETF (IWD) stake by 93% in Q1 2026, selling an estimated $28.5M and leaving 10,557 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #123.

London Company of Virginia first reported a position in IWD in Q2 2016 and has held it in 27 quarters since. The position peaked at $56.5M in Q4 2022. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

London Company of Virginia held 10,557 shares of iShares Russell 1000 Value ETF worth $2.26M as of Q1 2026.
London Company of Virginia sold 130,307 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $28.5M.
iShares Russell 1000 Value ETF made up 0.01% of London Company of Virginia's portfolio in Q1 2026, its #123 holding.
London Company of Virginia first reported a position in iShares Russell 1000 Value ETF in Q2 2016 and has held it in 27 quarters since.
London Company of Virginia's iShares Russell 1000 Value ETF position peaked at $56.5M in Q4 2022.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on London Company of Virginia's 13F filing for Q1 2026, filed 15 May 2026.