Red Lighthouse Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Red Lighthouse Investment 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	$279K	Hold	1,308	–	–	0.09%	71
2025 Q4	$275K	Hold	1,308	–	–	0.1%	51
2025 Q3	$266K	Hold	1,308	–	–	0.09%	66
2025 Q2	$254K	Sell	1,308 -7,962	-86%	-$1.47M	0.1%	65
2025 Q1	$1.66M	Buy	9,270 +7,962	+609%	+$1.52M	0.68%	24
2024 Q4	$242K	Hold	1,308	–	–	0.1%	65
2024 Q3	$248K	Hold	1,308	–	–	0.1%	65
2024 Q2	$228K	Sell	1,308 -7,962	-86%	-$1.39M	0.1%	65
2024 Q1	$1.66M	Hold	9,270	–	–	0.67%	25
2023 Q4	$1.53M	Hold	9,270	–	–	0.64%	26
2023 Q3	$1.41M	Sell	9,270 -1,212	-12%	-$192K	0.66%	26
2023 Q2	$1.65M	Hold	10,482	–	–	0.76%	21
2023 Q1	$1.6M	Hold	10,482	–	–	0.77%	22
2022 Q4	$1.59M	Buy	+10,482	New	+$1.57M	0.8%	23

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Red Lighthouse Investment Management's IWD Position: Q1 2026 in Review

Red Lighthouse Investment Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,308 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #71.

Red Lighthouse Investment Management first reported a position in IWD in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.66M in Q1 2025. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Red Lighthouse Investment Management held 1,308 shares of iShares Russell 1000 Value ETF worth $279K as of Q1 2026.
Red Lighthouse Investment Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.09% of Red Lighthouse Investment Management's portfolio in Q1 2026, its #71 holding.
Red Lighthouse Investment Management first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 14 quarters since.
Red Lighthouse Investment Management's iShares Russell 1000 Value ETF position peaked at $1.66M in Q1 2025.
1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.