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

LWM Advisory 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 Q2	–	Sell	-1,983	Closed	-$424K	–	86
2026 Q1	$424K	Sell	1,983 -4,734	-70%	-$1.04M	0.45%	49
2025 Q4	$1.41M	Buy	6,717 +874	+15%	+$181K	0.83%	24
2025 Q3	$1.19M	Buy	5,843 +579	+11%	+$115K	0.69%	28
2025 Q2	$1.02M	Buy	+5,264	New	+$975K	0.71%	29
2023 Q4	–	Sell	-305	Closed	-$46.3K	–	119
2023 Q3	$46.3K	Buy	+305	New	+$48.4K	0.05%	90
2022 Q1	–	Sell	-2,304	Closed	-$387K	–	118
2021 Q4	$387K	Buy	+2,304	New	+$377K	0.48%	63

Other funds holding IWD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

LWM Advisory Services's IWD Position: Q2 2026 in Review

LWM Advisory Services sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 1,983 shares — an estimated $424K sold.

LWM Advisory Services first reported a position in IWD in Q4 2021 and held it in 6 quarters. The position peaked at $1.41M in Q4 2025. 1,201 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

LWM Advisory Services reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
LWM Advisory Services sold 1,983 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $424K.
LWM Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 6 quarters.
LWM Advisory Services's iShares Russell 1000 Value ETF position peaked at $1.41M in Q4 2025.
1,201 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.