Moody Lynn & Lieberson’s iShares Russell 1000 Value ETF IWD Stock Holding History

Moody Lynn & Lieberson’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	$315K	Sell	1,300 -194	-13%	-$45.2K	0.02%	218
2026 Q1	$319K	Buy	1,494 +45	+3%	+$9.86K	0.02%	208
2025 Q4	$305K	Hold	1,449	–	–	0.02%	218
2025 Q3	$295K	Hold	1,449	–	–	0.02%	220
2025 Q2	$281K	Hold	1,449	–	–	0.02%	219
2025 Q1	$273K	Hold	1,449	–	–	0.02%	214
2024 Q4	$268K	Buy	1,449 +149	+11%	+$28.6K	0.02%	211
2024 Q3	$247K	Buy	+1,300	New	+$237K	0.02%	225
2021 Q4	–	Sell	-5,540	Closed	-$867K	–	240
2021 Q3	$867K	Buy	+5,540	New	+$888K	0.07%	126
2016 Q2	–	Sell	-26,560	Closed	-$2.62M	–	159
2016 Q1	$2.62M	Buy	+26,560	New	+$2.49M	0.41%	64

Other funds holding IWD

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Moody Lynn & Lieberson's IWD Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its iShares Russell 1000 Value ETF (IWD) stake by 13% in Q2 2026, selling an estimated $45.2K and leaving 1,300 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #218.

Moody Lynn & Lieberson first reported a position in IWD in Q1 2016 and has held it in 10 quarters since. The position peaked at $2.62M in Q1 2016. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Moody Lynn & Lieberson held 1,300 shares of iShares Russell 1000 Value ETF worth $315K as of Q2 2026.
Moody Lynn & Lieberson sold 194 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $45.2K.
iShares Russell 1000 Value ETF made up 0.02% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #218 holding.
Moody Lynn & Lieberson first reported a position in iShares Russell 1000 Value ETF in Q1 2016 and has held it in 10 quarters since.
Moody Lynn & Lieberson's iShares Russell 1000 Value ETF position peaked at $2.62M in Q1 2016.
695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.