Luken Investment Analytics’s iShares Russell 1000 Value ETF IWD Stock Holding History

Luken Investment Analytics’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	$254K	Hold	1,047	–	–	0.09%	60
2026 Q1	$224K	Hold	1,047	–	–	0.09%	54
2025 Q4	$220K	Hold	1,047	–	–	0.09%	52
2025 Q3	$213K	Hold	1,047	–	–	0.08%	52
2025 Q2	$203K	Hold	1,047	–	–	0.09%	49
2025 Q1	$197K	Hold	1,047	–	–	0.09%	47
2024 Q4	$194K	Hold	1,047	–	–	0.09%	45
2024 Q3	$199K	Hold	1,047	–	–	0.09%	48
2024 Q2	$183K	Hold	1,047	–	–	0.09%	51
2024 Q1	$188K	Hold	1,047	–	–	0.09%	45
2023 Q4	$173K	Sell	1,047 -13	-1%	-$2.01K	0.09%	46
2023 Q3	$161K	Hold	1,060	–	–	0.09%	46
2023 Q2	$167K	Sell	1,060 -5	-0.5%	-$764	0.09%	43
2023 Q1	$162K	Hold	1,065	–	–	0.1%	42
2022 Q4	$161K	Buy	+1,065	New	+$159K	0.1%	39
2020 Q4	$8K	Buy	+58	New	+$7.44K	0.01%	91

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Luken Investment Analytics's IWD Position: Q2 2026 in Review

Luken Investment Analytics held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,047 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #60.

Luken Investment Analytics first reported a position in IWD in Q4 2020 and has held it in 16 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Luken Investment Analytics held 1,047 shares of iShares Russell 1000 Value ETF worth $254K as of Q2 2026.
Luken Investment Analytics left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.09% of Luken Investment Analytics's portfolio in Q2 2026, its #60 holding.
Luken Investment Analytics first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 16 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.