Luminist Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Luminist Capital’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 Q1	–	Sell	-31	Closed	-$6.52K	–	187
2025 Q4	$6.52K	Buy	+31	New	+$6.4K	0.01%	163
2025 Q3	–	Sell	-56	Closed	-$11K	–	354
2025 Q2	$11K	Hold	56	–	–	0.01%	162
2025 Q1	$10.5K	Hold	56	–	–	0.01%	123
2024 Q4	$10.4K	Buy	+56	New	+$10.7K	0.02%	114

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Luminist Capital's IWD Position: Q1 2026 in Review

Luminist Capital sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 31 shares — an estimated $6.52K sold.

Luminist Capital first reported a position in IWD in Q4 2024 and held it in 4 quarters. The position peaked at $11K in Q2 2025. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Luminist Capital reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Luminist Capital sold 31 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $6.52K.
Luminist Capital first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and held it in 4 quarters.
Luminist Capital's iShares Russell 1000 Value ETF position peaked at $11K in Q2 2025.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Luminist Capital's 13F filing for Q1 2026, filed 24 Apr 2026.