LAM
IWD icon

Lyrical Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lyrical Asset 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
2026
Q1 		– Sell
-77,777
Closed -$16.4M – 41
2025
Q4 		$16.4M Buy
77,777
+76,519
+6,083% +$15.8M 0.21% 32
2025
Q3 		$256K Buy
1,258
+183
+17% +$36.4K ﹤0.01% 38
2025
Q2 		$209K Buy
+1,075
New +$199K ﹤0.01% 38
2025
Q1 		– Sell
-41,610
Closed -$7.7M – 39
2024
Q4 		$7.7M Buy
41,610
+34,587
+492% +$6.63M 0.11% 33
2024
Q3 		$1.33M Buy
+7,023
New +$1.28M 0.02% 38
2024
Q1 		– Sell
-73,160
Closed -$12.1M – 39
2023
Q4 		$12.1M Buy
73,160
+21,373
+41% +$3.3M 0.2% 35
2023
Q3 		$7.86M Buy
+51,787
New +$8.21M 0.15% 35
2023
Q1 		– Sell
-112,110
Closed -$15.2M – 40
2022
Q4 		$15.2M Buy
112,110
+110,351
+6,274% +$16.5M 0.32% 34
2022
Q3 		$239K Sell
1,759
-19,432
-92% -$2.92M ﹤0.01% 35
2022
Q2 		$3.07M Buy
21,191
+18,703
+752% +$2.93M 0.05% 34
2022
Q1 		$413K Sell
2,488
-109,598
-98% -$18M 0.01% 38
2021
Q4 		$18.8M Buy
+112,086
New +$18.4M 0.25% 34
2021
Q1 		– Sell
-92,185
Closed -$12.6M – 36
2020
Q4 		$12.6M Buy
+92,185
New +$11.8M 0.17% 35
2020
Q2 		– Sell
-12,068
Closed -$1.2M – 36
2020
Q1 		$1.2M Sell
12,068
-111,669
-90% -$13.9M 0.03% 36
2019
Q4 		$16.9M Buy
+123,737
New +$16.3M 0.23% 34
2019
Q3 		– Sell
-4,000
Closed -$509K – 34
2019
Q2 		$509K Buy
+4,000
New +$501K 0.01% 35
2019
Q1 		– Sell
-1,094,304
Closed -$122M – 36
2018
Q4 		$122M Buy
+1,094,304
New +$131M 1.83% 25

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lyrical Asset Management's IWD Position: Q1 2026 in Review

Lyrical Asset Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 77,777 shares — an estimated $16.4M sold.

Lyrical Asset Management first reported a position in IWD in Q4 2018 and held it in 17 quarters. The position peaked at $122M in Q4 2018. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Lyrical Asset Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Lyrical Asset Management sold 77,777 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $16.4M.
  • Lyrical Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and held it in 17 quarters.
  • Lyrical Asset Management's iShares Russell 1000 Value ETF position peaked at $122M in Q4 2018.
  • 1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Lyrical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.