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Lyell Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lyell Wealth Management’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
2025
Q1 		– Sell
-1,320
Closed -$244K – 207
2024
Q4 		$244K Buy
+1,320
New +$253K 0.02% 186
2021
Q3 		– Sell
-2,188
Closed -$347K – 185
2021
Q2 		$347K Buy
2,188
+208
+11% +$32.9K 0.04% 157
2021
Q1 		$300K Buy
+1,980
New +$286K 0.04% 154

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Lyell Wealth Management's IWD Position: Q1 2025 in Review

Lyell Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2025, closing a stake of 1,320 shares — an estimated $244K sold.

Lyell Wealth Management first reported a position in IWD in Q1 2021 and held it in 3 quarters. The position peaked at $347K in Q2 2021. 1,714 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

  • Lyell Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Lyell Wealth Management sold 1,320 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $244K.
  • Lyell Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and held it in 3 quarters.
  • Lyell Wealth Management's iShares Russell 1000 Value ETF position peaked at $347K in Q2 2021.
  • 1,714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on Lyell Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.