LWM
IWD icon

LongView Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

LongView Wealth 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 		$944K Sell
3,894
-131
-3% -$30.5K 0.24% 90
2026
Q1 		$905K Sell
4,025
-60
-1% -$13.1K 0.23% 97
2025
Q4 		$889K Buy
4,085
+1
+0% +$207 0.21% 96
2025
Q3 		$831K Buy
4,084
+1,768
+76% +$352K 0.23% 90
2025
Q2 		$450K Buy
2,316
+665
+40% +$123K 0.14% 128
2025
Q1 		$311K Buy
1,651
+451
+38% +$85.9K 0.09% 161
2024
Q4 		$222K Hold
1,200
– – 0.07% 190
2024
Q3 		$228K Hold
1,200
– – 0.07% 185
2024
Q2 		$209K Sell
1,200
-16
-1% -$2.8K 0.08% 174
2024
Q1 		$218K Sell
1,216
-23
-2% -$3.89K 0.09% 164
2023
Q4 		$204K Buy
+1,239
New +$191K 0.09% 166

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 Wealth Management's IWD Position: Q2 2026 in Review

LongView Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.3% in Q2 2026, selling an estimated $30.5K and leaving 3,894 shares worth $944K. The position accounts for 0.24% of the portfolio, ranked #90.

LongView Wealth Management first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 552 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • LongView Wealth Management held 3,894 shares of iShares Russell 1000 Value ETF worth $944K as of Q2 2026.
  • LongView Wealth Management sold 131 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $30.5K.
  • iShares Russell 1000 Value ETF made up 0.24% of LongView Wealth Management's portfolio in Q2 2026, its #90 holding.
  • LongView Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 552 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.