Financial Life Planners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Financial Life Planners’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	$398K	Buy	1,643 +5	+0.3%	+$1.17K	0.26%	42
2026 Q1	$350K	Sell	1,638 -75	-4%	-$16.4K	0.27%	39
2025 Q4	$360K	Sell	1,713 -62	-3%	-$12.8K	0.26%	45
2025 Q3	$361K	Sell	1,775 -297	-14%	-$59.1K	0.24%	44
2025 Q2	$402K	Buy	2,072 +9	+0.4%	+$1.67K	0.33%	38
2025 Q1	$388K	Buy	2,063 +141	+7%	+$26.9K	0.38%	34
2024 Q4	$356K	Buy	+1,922	New	+$369K	0.3%	37

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Financial Life Planners's IWD Position: Q2 2026 in Review

Financial Life Planners increased its iShares Russell 1000 Value ETF (IWD) stake by 0.31% in Q2 2026, buying an estimated $1.17K and bringing the position to 1,643 shares worth $398K. The position accounts for 0.26% of the portfolio, ranked #42.

Financial Life Planners first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $402K in Q2 2025. 992 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Financial Life Planners held 1,643 shares of iShares Russell 1000 Value ETF worth $398K as of Q2 2026.
Financial Life Planners bought 5 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.17K.
iShares Russell 1000 Value ETF made up 0.26% of Financial Life Planners's portfolio in Q2 2026, its #42 holding.
Financial Life Planners first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
Financial Life Planners's iShares Russell 1000 Value ETF position peaked at $402K in Q2 2025.
992 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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