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

Lutz Financial Services’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	$857K	Sell	4,010 -161	-4%	-$35.3K	0.06%	65
2025 Q4	$877K	Sell	4,171 -29	-0.7%	-$5.99K	0.06%	65
2025 Q3	$855K	Buy	4,200 +542	+15%	+$108K	0.06%	63
2025 Q2	$710K	Sell	3,658 -27	-0.7%	-$5K	0.06%	66
2025 Q1	$693K	Hold	3,685	–	–	0.06%	66
2024 Q4	$682K	Hold	3,685	–	–	0.06%	68
2024 Q3	$699K	Hold	3,685	–	–	0.06%	66
2024 Q2	$643K	Hold	3,685	–	–	0.06%	66
2024 Q1	$660K	Sell	3,685 -140	-4%	-$23.7K	0.06%	65
2023 Q4	$632K	Hold	3,825	–	–	0.06%	65
2023 Q3	$581K	Hold	3,825	–	–	0.06%	62
2023 Q2	$604K	Hold	3,825	–	–	0.06%	61
2023 Q1	$582K	Hold	3,825	–	–	0.07%	61
2022 Q4	$580K	Hold	3,825	–	–	0.07%	61
2022 Q3	$520K	Hold	3,825	–	–	0.07%	58
2022 Q2	$555K	Hold	3,825	–	–	0.07%	56
2022 Q1	$635K	Hold	3,825	–	–	0.08%	52
2021 Q4	$642K	Hold	3,825	–	–	0.08%	53
2021 Q3	$599K	Hold	3,825	–	–	0.08%	54
2021 Q2	$607K	Buy	3,825 +328	+9%	+$51.9K	0.08%	53
2021 Q1	$530K	Hold	3,497	–	–	0.08%	49
2020 Q4	$478K	Hold	3,497	–	–	0.08%	52
2020 Q3	$413K	Hold	3,497	–	–	0.08%	53
2020 Q2	$394K	Hold	3,497	–	–	0.08%	52
2020 Q1	$347K	Buy	3,497 +140	+4%	+$17.4K	0.08%	58
2019 Q4	$458K	Hold	3,357	–	–	0.08%	56
2019 Q3	$431K	Hold	3,357	–	–	0.08%	56
2019 Q2	$427K	Sell	3,357 -41	-1%	-$5.13K	0.08%	56
2019 Q1	$420K	Sell	3,398 -31	-0.9%	-$3.73K	0.09%	51
2018 Q4	$381K	Buy	3,429 +31	+0.9%	+$3.71K	0.09%	56
2018 Q3	$430K	Hold	3,398	–	–	0.09%	45
2018 Q2	$412K	Hold	3,398	–	–	0.12%	35
2018 Q1	$408K	Hold	3,398	–	–	0.12%	36
2017 Q4	$423K	Buy	+3,398	New	+$412K	0.12%	40

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

Lutz Financial Services's IWD Position: Q1 2026 in Review

Lutz Financial Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.9% in Q1 2026, selling an estimated $35.3K and leaving 4,010 shares worth $857K. The position accounts for 0.06% of the portfolio, ranked #65.

Lutz Financial Services first reported a position in IWD in Q4 2017 and has held it in 34 quarters since. The position peaked at $877K in Q4 2025. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Lutz Financial Services held 4,010 shares of iShares Russell 1000 Value ETF worth $857K as of Q1 2026.
Lutz Financial Services sold 161 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $35.3K.
iShares Russell 1000 Value ETF made up 0.06% of Lutz Financial Services's portfolio in Q1 2026, its #65 holding.
Lutz Financial Services first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 34 quarters since.
Lutz Financial Services's iShares Russell 1000 Value ETF position peaked at $877K in Q4 2025.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.