Lowe Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lowe Wealth Advisors’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
2025 Q3	$1.63K	Buy	+8	New	+$1.59K	﹤0.01%	345
2019 Q1	–	Sell	-19	Closed	-$2K	–	279
2018 Q4	$2K	Buy	+19	New	+$2.28K	﹤0.01%	214
2015 Q4	–	Sell	-1,308	Closed	-$122K	–	239
2015 Q3	$122K	Buy	+1,308	New	+$130K	0.09%	34

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Lowe Wealth Advisors's IWD Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2025: 8 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #345 among its holdings. This is a return to the name: Lowe Wealth Advisors previously reported a position in IWD as recently as Q4 2018.

Lowe Wealth Advisors first reported a position in IWD in Q3 2015 and has held it in 3 quarters since. The position peaked at $122K in Q3 2015. 1,752 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

Lowe Wealth Advisors held 8 shares of iShares Russell 1000 Value ETF worth $1.63K as of Q3 2025.
iShares Russell 1000 Value ETF was a new Lowe Wealth Advisors position in Q3 2025.
iShares Russell 1000 Value ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #345 holding.
Lowe Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2015 and has held it in 3 quarters since.
Lowe Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $122K in Q3 2015.
1,752 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.