BFC Planning, Inc.’s iShares Russell 1000 Value ETF IWD Stock Holding History

BFC Planning, Inc.’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	$1.91M	Sell	7,873 -3,670	-32%	-$855K	0.08%	257
2026 Q1	$2.47M	Sell	11,543 -240	-2%	-$52.6K	0.11%	185
2025 Q4	$2.48M	Buy	11,783 +2,492	+27%	+$515K	0.11%	180
2025 Q3	$1.89M	Sell	9,291 -70	-0.7%	-$13.9K	0.14%	136
2025 Q2	$1.82M	Sell	9,361 -110	-1%	-$20.4K	0.14%	138
2025 Q1	$1.78M	Sell	9,471 -141	-1%	-$26.9K	0.16%	124
2024 Q4	$1.78M	Buy	+9,612	New	+$1.84M	0.15%	123

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

BFC Planning, Inc.'s IWD Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares Russell 1000 Value ETF (IWD) stake by 32% in Q2 2026, selling an estimated $855K and leaving 7,873 shares worth $1.91M. The position accounts for 0.08% of the portfolio, ranked #257.

BFC Planning, Inc. first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.48M in Q4 2025. 1,991 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

BFC Planning, Inc. held 7,873 shares of iShares Russell 1000 Value ETF worth $1.91M as of Q2 2026.
BFC Planning, Inc. sold 3,670 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $855K.
iShares Russell 1000 Value ETF made up 0.08% of BFC Planning, Inc.'s portfolio in Q2 2026, its #257 holding.
BFC Planning, Inc. first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares Russell 1000 Value ETF position peaked at $2.48M in Q4 2025.
1,991 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.