Lakeridge Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Lakeridge Wealth Management LLC

$220 Billion
Q4 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 1,299 shares of IWD stock, worth $266,022. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,299

Previous 1,429 9.1%

Holding current value

$266,022

Previous $291 Million 6.14%

% of portfolio

0.12%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$199.44 - $208.01 $25,927 - $27,041	-130 Reduced 9.1%	1,299 $273 Million
Q3 2025 Oct 17, 2025	BUY	$192.76 - $203.86 $385 - $407	2 Added 0.14%	1,429 $291 Million
Q2 2025 Aug 07, 2025	SELL	$166.82 - $194.23 $230,211 - $268,037	-1,380 Reduced 49.16%	1,427 $277 Million
Q1 2025 Apr 16, 2025	SELL	$182.82 - $196.21 $12,614 - $13,538	-69 Reduced 2.4%	2,807 $528 Million
Q4 2024 Jan 30, 2025	BUY	$183.23 - $199.79 $366 - $399	2 Added 0.07%	2,876 $532 Million

Q3 2024 Oct 07, 2024	BUY	$173.36 - $189.8 $2,080 - $2,277	12 Added 0.42%	2,874 $545 Million
Q2 2024 Aug 01, 2024	BUY	$169.4 - $179.05 $283,406 - $299,550	1,673 Added 140.71%	2,862 $499 Million
Q1 2024 Apr 29, 2024	SELL	$161.84 - $179.11 $27,998 - $30,986	-173 Reduced 12.7%	1,189 $213 Million
Q4 2023 Feb 14, 2024	BUY	$143.69 - $165.7 $195,705 - $225,683	1,362 New	1,362 $225 Million

Others Institutions Holding IWD

# of Institutions

1,997

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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Lakeridge Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History