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

Essential 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
2025
Q1 		– Sell
-43,163
Closed -$8.28M – 190
2024
Q4 		$8.28M Buy
+43,163
New +$8.28M 0.05% 89

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Essential Planning's IWD Position: Q1 2025 in Review

Essential Planning sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2025, closing a stake of 43,163 shares — an estimated $8.28M sold.

Essential Planning first reported a position in IWD in Q4 2024 and held it in 1 quarter. The position peaked at $8.28M in Q4 2024. 1,714 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

  • Essential Planning reported no remaining iShares Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 43,163 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $8.28M.
  • Essential Planning first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares Russell 1000 Value ETF position peaked at $8.28M in Q4 2024.
  • 1,714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.