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

LWM 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
Q3 		$31.1M Sell
125,487
-2,000
-2% -$506K 23.49% 1
2026
Q2 		$30.9M Buy
127,487
+2,193
+2% +$511K 23.05% 1
2026
Q1 		$26.8M Buy
125,294
+7,814
+7% +$1.71M 23.22% 1
2025
Q4 		$24.7M Buy
117,480
+1,505
+1% +$311K 21.73% 1
2025
Q3 		$23.6M Buy
115,975
+1,616
+1% +$321K 21.21% 1
2025
Q2 		$22.2M Sell
114,359
-422
-0.4% -$78.2K 21.36% 1
2025
Q1 		$21.2M Sell
114,781
-3,627
-3% -$691K 21.84% 1
2024
Q4 		$21.9M Buy
+118,408
New +$22.7M 22% 1

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

LWM Advisors's IWD Position: Q3 2026 in Review

LWM Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.6% in Q3 2026, selling an estimated $506K and leaving 125,487 shares worth $31.1M. The position accounts for 23.49% of the portfolio, ranked #1.

LWM Advisors first reported a position in IWD in Q4 2024 and has held it in 8 quarters since. 112 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • LWM Advisors held 125,487 shares of iShares Russell 1000 Value ETF worth $31.1M as of Q3 2026.
  • LWM Advisors sold 2,000 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $506K.
  • iShares Russell 1000 Value ETF made up 23.49% of LWM Advisors's portfolio in Q3 2026, its #1 holding.
  • LWM Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on LWM Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.