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Avantax Planning Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Avantax Planning Partners’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 		$2.39M Sell
9,844
-68
-0.7% -$15.8K 0.06% 128
2026
Q1 		$2.12M Sell
9,912
-13
-0.1% -$2.85K 0.06% 132
2025
Q4 		$2.09M Sell
9,925
-16
-0.2% -$3.31K 0.06% 129
2025
Q3 		$2.02M Sell
9,941
-469
-5% -$93.3K 0.06% 129
2025
Q2 		$2.02M Hold
10,410
– – 0.06% 130
2025
Q1 		$1.96M Sell
10,410
-141
-1% -$26.9K 0.07% 128
2024
Q4 		$1.95M Sell
10,551
-24
-0.2% -$4.6K 0.07% 126
2024
Q3 		$2.01M Sell
10,575
-1,228
-10% -$224K 0.07% 128
2024
Q2 		$2.06M Sell
11,803
-324
-3% -$56.7K 0.07% 142
2024
Q1 		$2.17M Sell
12,127
-21,860
-64% -$3.7M 0.07% 141
2023
Q4 		$5.62M Sell
33,987
-1,318
-4% -$204K 0.21% 57
2023
Q3 		$5.36M Buy
35,305
+840
+2% +$133K 0.22% 57
2023
Q2 		$5.44M Sell
34,465
-379
-1% -$57.9K 0.22% 56
2023
Q1 		$5.31M Sell
34,844
-686
-2% -$106K 0.22% 56
2022
Q4 		$5.39M Sell
35,530
-74
-0.2% -$11.1K 0.21% 58
2022
Q3 		$4.84M Sell
35,604
-24,705
-41% -$3.71M 0.22% 55
2022
Q2 		$8.74M Sell
60,309
-1,125
-2% -$176K 0.37% 34
2022
Q1 		$10.2M Sell
61,434
-299
-0.5% -$49.1K 0.4% 26
2021
Q4 		$10.4M Sell
61,733
-6,740
-10% -$1.1M 0.43% 22
2021
Q3 		$10.7M Buy
68,473
+892
+1% +$143K 0.49% 19
2021
Q2 		$10.7M Sell
67,581
-443
-0.7% -$70.1K 0.5% 17
2021
Q1 		$10.3M Sell
68,024
-459
-0.7% -$66.4K 0.53% 14
2020
Q4 		$9.36M Sell
68,483
-12,795
-16% -$1.64M 0.48% 14
2020
Q3 		$9.6M Sell
81,278
-46,376
-36% -$5.5M 0.51% 13
2020
Q2 		$14.4M Buy
127,654
+25,223
+25% +$2.77M 0.81% 12
2020
Q1 		$10.2M Buy
102,431
+74,990
+273% +$9.35M 0.71% 10
2019
Q4 		$3.75M Buy
27,441
+800
+3% +$105K 0.22% 38
2019
Q3 		$3.42M Buy
26,641
+592
+2% +$75.2K 0.21% 43
2019
Q2 		$3.35M Buy
26,049
+24,377
+1,458% +$3.05M 0.22% 40
2019
Q1 		$206K Buy
+1,672
New +$201K 0.01% 278
2018
Q4 		– Sell
-1,678
Closed -$212K – 744
2018
Q3 		$212K Sell
1,678
-580
-26% -$72.8K 0.02% 230
2018
Q2 		$274K Sell
2,258
-57
-2% -$6.93K 0.02% 194
2018
Q1 		$278K Sell
2,315
-21
-0.9% -$2.62K 0.02% 241
2017
Q4 		$290K Sell
2,336
-127
-5% -$15.4K 0.03% 229
2017
Q3 		$292K Buy
2,463
+306
+14% +$35.7K 0.02% 276
2017
Q2 		$251K Buy
2,157
+408
+23% +$47K 0.02% 289
2017
Q1 		$201K Sell
1,749
-507
-22% -$58.1K 0.02% 312
2016
Q4 		$253K Buy
+2,256
New +$244K 0.03% 253

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Avantax Planning Partners's IWD Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.69% in Q2 2026, selling an estimated $15.8K and leaving 9,844 shares worth $2.39M. The position accounts for 0.06% of the portfolio, ranked #128.

Avantax Planning Partners first reported a position in IWD in Q4 2016 and has held it in 38 quarters since. The position peaked at $14.4M in Q2 2020. 944 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Avantax Planning Partners held 9,844 shares of iShares Russell 1000 Value ETF worth $2.39M as of Q2 2026.
  • Avantax Planning Partners sold 68 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $15.8K.
  • iShares Russell 1000 Value ETF made up 0.06% of Avantax Planning Partners's portfolio in Q2 2026, its #128 holding.
  • Avantax Planning Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 38 quarters since.
  • Avantax Planning Partners's iShares Russell 1000 Value ETF position peaked at $14.4M in Q2 2020.
  • 944 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.