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Longview Asset Management (California)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Longview Asset Management (California)’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 		$69.3K Hold
286
– – 0.03% 72
2026
Q1 		$61.1K Hold
286
– – 0.03% 73
2025
Q4 		$60.2K Hold
286
– – 0.03% 77
2025
Q3 		$58.2K Hold
286
– – 0.03% 77
2025
Q2 		$55.5K Buy
+286
New +$53K 0.03% 68

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Longview Asset Management (California)'s IWD Position: Q2 2026 in Review

Longview Asset Management (California) held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 286 shares worth $69.3K. The position accounts for 0.03% of the portfolio, ranked #72.

Longview Asset Management (California) first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. 579 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Longview Asset Management (California) held 286 shares of iShares Russell 1000 Value ETF worth $69.3K as of Q2 2026.
  • Longview Asset Management (California) left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.03% of Longview Asset Management (California)'s portfolio in Q2 2026, its #72 holding.
  • Longview Asset Management (California) first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 579 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Longview Asset Management (California)'s 13F filing for Q2 2026, filed 14 Jul 2026.