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

LVW 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
2026
Q2 		$410K Hold
1,690
– – 0.04% 279
2026
Q1 		$361K Sell
1,690
-355
-17% -$77.7K 0.03% 281
2025
Q4 		$430K Buy
2,045
+445
+28% +$91.9K 0.04% 217
2025
Q3 		$326K Sell
1,600
-391
-20% -$77.8K 0.03% 263
2025
Q2 		$387K Buy
1,991
+393
+25% +$72.8K 0.04% 227
2025
Q1 		$301K Sell
1,598
-236
-13% -$44.9K 0.04% 234
2024
Q4 		$339K Buy
+1,834
New +$352K 0.04% 228
2023
Q4 		– Sell
-1,343
Closed -$204K – 263
2023
Q3 		$204K Buy
+1,343
New +$213K 0.04% 212
2022
Q3 		– Sell
-1,568
Closed -$227K – 227
2022
Q2 		$227K Buy
+1,568
New +$245K 0.05% 212
2022
Q1 		– Sell
-3,999
Closed -$672K – 239
2021
Q4 		$672K Buy
3,999
+2,627
+191% +$430K 0.11% 122
2021
Q3 		$215K Buy
1,372
+71
+5% +$11.4K 0.04% 225
2021
Q2 		$206K Buy
+1,301
New +$206K 0.04% 214
2021
Q1 		– Sell
-2,288
Closed -$313K – 219
2020
Q4 		$313K Buy
2,288
+388
+20% +$49.8K 0.06% 164
2020
Q3 		$224K Buy
+1,900
New +$225K 0.05% 177
2020
Q2 		– Sell
-2,892
Closed -$287K – 202
2020
Q1 		$287K Buy
2,892
+948
+49% +$118K 0.08% 126
2019
Q4 		$265K Hold
1,944
– – 0.06% 150
2019
Q3 		$249K Hold
1,944
– – 0.06% 149
2019
Q2 		$247K Hold
1,944
– – 0.07% 135
2019
Q1 		$240K Buy
+1,944
New +$234K 0.06% 159

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

LVW Advisors's IWD Position: Q2 2026 in Review

LVW Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,690 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #279.

LVW Advisors first reported a position in IWD in Q1 2019 and has held it in 19 quarters since. The position peaked at $672K in Q4 2021. 983 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • LVW Advisors held 1,690 shares of iShares Russell 1000 Value ETF worth $410K as of Q2 2026.
  • LVW Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #279 holding.
  • LVW Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 19 quarters since.
  • LVW Advisors's iShares Russell 1000 Value ETF position peaked at $672K in Q4 2021.
  • 983 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.