LPL Financial
IWD icon

LPL Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

LPL Financial’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 		$980M Sell
4,042,964
-241,828
-6% -$56.3M 0.22% 96
2026
Q1 		$916M Sell
4,284,792
-5,710
-0.1% -$1.25M 0.24% 80
2025
Q4 		$902M Buy
4,290,502
+88,708
+2% +$18.3M 0.25% 84
2025
Q3 		$855M Buy
4,201,794
+36,569
+0.9% +$7.27M 0.25% 88
2025
Q2 		$809M Buy
4,165,225
+215,832
+5% +$40M 0.27% 78
2025
Q1 		$743M Buy
3,949,393
+229,198
+6% +$43.6M 0.29% 71
2024
Q4 		$689M Buy
3,720,195
+426,218
+13% +$81.8M 0.28% 75
2024
Q3 		$625M Buy
3,293,977
+23,197
+0.7% +$4.23M 0.28% 78
2024
Q2 		$571M Buy
3,270,780
+80,301
+3% +$14M 0.28% 76
2024
Q1 		$571M Buy
3,190,479
+212,918
+7% +$36M 0.31% 72
2023
Q4 		$492M Buy
2,977,561
+300,212
+11% +$46.4M 0.3% 73
2023
Q3 		$406M Buy
2,677,349
+82,164
+3% +$13M 0.28% 79
2023
Q2 		$410M Buy
2,595,185
+13,757
+0.5% +$2.1M 0.29% 75
2023
Q1 		$393M Sell
2,581,428
-58,325
-2% -$9.01M 0.31% 70
2022
Q4 		$400M Buy
2,639,753
+125,077
+5% +$18.7M 0.34% 62
2022
Q3 		$342M Sell
2,514,676
-164,257
-6% -$24.7M 0.33% 61
2022
Q2 		$388M Buy
2,678,933
+58,175
+2% +$9.1M 0.37% 54
2022
Q1 		$435M Buy
2,620,758
+512,570
+24% +$84.2M 0.37% 53
2021
Q4 		$354M Buy
2,108,188
+143,004
+7% +$23.4M 0.3% 70
2021
Q3 		$308M Buy
1,965,184
+243,620
+14% +$39.1M 0.29% 71
2021
Q2 		$273M Buy
1,721,564
+41,303
+2% +$6.54M 0.28% 72
2021
Q1 		$255M Buy
1,680,261
+51,298
+3% +$7.42M 0.29% 69
2020
Q4 		$223M Buy
1,628,963
+60,867
+4% +$7.81M 0.29% 67
2020
Q3 		$185M Buy
1,568,096
+46,575
+3% +$5.52M 0.29% 69
2020
Q2 		$171M Sell
1,521,521
-85,962
-5% -$9.45M 0.3% 64
2020
Q1 		$159M Sell
1,607,483
-108,286
-6% -$13.5M 0.34% 55
2019
Q4 		$234M Buy
1,715,769
+89,089
+5% +$11.7M 0.43% 44
2019
Q3 		$209M Buy
1,626,680
+26,603
+2% +$3.38M 0.42% 42
2019
Q2 		$204M Sell
1,600,077
-13,272
-0.8% -$1.66M 0.43% 42
2019
Q1 		$199M Sell
1,613,349
-220,561
-12% -$26.5M 0.45% 38
2018
Q4 		$204M Buy
1,833,910
+245,439
+15% +$29.4M 0.54% 32
2018
Q3 		$201M Buy
1,588,471
+43,094
+3% +$5.41M 0.48% 34
2018
Q2 		$188M Buy
1,545,377
+41,376
+3% +$5.03M 0.49% 33
2018
Q1 		$180M Buy
1,504,001
+67,030
+5% +$8.36M 0.5% 34
2017
Q4 		$179M Buy
1,436,971
+89,978
+7% +$10.9M 0.54% 33
2017
Q3 		$160M Sell
1,346,993
-61,548
-4% -$7.17M 0.56% 28
2017
Q2 		$164M Buy
1,408,541
+1,378,025
+4,516% +$159M 0.62% 26
2017
Q1 		$3.5M Buy
30,516
+6,403
+27% +$734K 0.02% 561
2016
Q4 		$2.71M Sell
24,113
-50,496
-68% -$5.46M 0.02% 648
2016
Q3 		$7.87M Sell
74,609
-46,740
-39% -$4.93M 0.07% 249
2016
Q2 		$12.5M Sell
121,349
-2,718,691
-96% -$275M 0.11% 152
2016
Q1 		$277M Sell
2,840,040
-160,205
-5% -$15M 0.77% 20
2015
Q4 		$291M Buy
3,000,245
+1,521,128
+103% +$151M 0.81% 21
2015
Q3 		$143M Buy
1,479,117
+50,954
+4% +$5.06M 0.79% 21
2015
Q2 		$146M Sell
1,428,163
-10,368
-0.7% -$1.09M 0.74% 18
2015
Q1 		$148M Buy
1,438,531
+73,549
+5% +$7.62M 0.75% 19
2014
Q4 		$143M Buy
1,364,982
+131,981
+11% +$13.5M 0.78% 17
2014
Q3 		$122M Buy
1,233,001
+8,092
+0.7% +$819K 0.73% 19
2014
Q2 		$124M Buy
1,224,909
+23,222
+2% +$2.28M 0.72% 20
2014
Q1 		$116M Sell
1,201,687
-21,103
-2% -$1.98M 0.71% 22
2013
Q4 		$115M Buy
1,222,790
+50,346
+4% +$4.57M 0.72% 21
2013
Q3 		$103M Sell
1,172,444
-14,824
-1% -$1.29M 0.69% 23
2013
Q2 		$99.5M Buy
+1,187,268
New +$98.9M 0.72% 25

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

LPL Financial's IWD Position: Q2 2026 in Review

LPL Financial reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.6% in Q2 2026, selling an estimated $56.3M and leaving 4,042,964 shares worth $980M. The position accounts for 0.22% of the portfolio, ranked #96.

LPL Financial first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • LPL Financial held 4,042,964 shares of iShares Russell 1000 Value ETF worth $980M as of Q2 2026.
  • LPL Financial sold 241,828 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $56.3M.
  • iShares Russell 1000 Value ETF made up 0.22% of LPL Financial's portfolio in Q2 2026, its #96 holding.
  • LPL Financial first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.