Center for Financial Planning’s iShares Russell 1000 Value ETF IWD Stock Holding History

Center for Financial Planning’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	$42.7K	Sell	176 -23	-12%	-$5.36K	﹤0.01%	343
2026 Q1	$42.5K	Buy	199 +23	+13%	+$5.04K	﹤0.01%	326
2025 Q4	$37K	Hold	176	–	–	﹤0.01%	332
2025 Q3	$35.8K	Sell	176 -214	-55%	-$42.6K	﹤0.01%	348
2025 Q2	$75.8K	Hold	390	–	–	0.01%	250
2025 Q1	$73.4K	Hold	390	–	–	0.01%	240
2024 Q4	$72.2K	Hold	390	–	–	0.01%	230
2024 Q3	$74K	Hold	390	–	–	0.01%	212
2024 Q2	$68K	Hold	390	–	–	0.01%	207
2024 Q1	$69.9K	Buy	390 +214	+122%	+$36.2K	0.01%	205
2023 Q4	$29.1K	Hold	176	–	–	0.01%	276
2023 Q3	$26.7K	Hold	176	–	–	0.01%	278
2023 Q2	$27.8K	Hold	176	–	–	0.01%	294
2023 Q1	$26.8K	Hold	176	–	–	0.01%	274
2022 Q4	$26.7K	Hold	176	–	–	0.01%	273
2022 Q3	$24K	Hold	176	–	–	0.01%	279
2022 Q2	$26K	Hold	176	–	–	0.01%	272
2022 Q1	$29K	Hold	176	–	–	0.01%	280
2021 Q4	$30K	Hold	176	–	–	0.01%	277
2021 Q3	$28K	Hold	176	–	–	0.01%	279
2021 Q2	$28K	Hold	176	–	–	0.01%	278
2021 Q1	$27K	Hold	176	–	–	0.01%	272
2020 Q4	$24K	Hold	176	–	–	0.01%	266
2020 Q3	$21K	Hold	176	–	–	0.01%	253
2020 Q2	$20K	Hold	176	–	–	0.01%	259
2020 Q1	$17K	Sell	176 -660	-79%	-$82.3K	0.01%	268
2019 Q4	$114K	Buy	+836	New	+$110K	0.03%	131

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

Center for Financial Planning's IWD Position: Q2 2026 in Review

Center for Financial Planning reduced its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q2 2026, selling an estimated $5.36K and leaving 176 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Center for Financial Planning first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. The position peaked at $114K in Q4 2019. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Center for Financial Planning held 176 shares of iShares Russell 1000 Value ETF worth $42.7K as of Q2 2026.
Center for Financial Planning sold 23 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $5.36K.
iShares Russell 1000 Value ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #343 holding.
Center for Financial Planning first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's iShares Russell 1000 Value ETF position peaked at $114K in Q4 2019.
695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.