Gainplan’s iShares Russell 1000 Value ETF IWD Stock Holding History

Gainplan’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 Q1	–	Sell	-208,239	Closed	-$43.8M	–	64
2025 Q4	$43.8M	Buy	+208,239	New	+$43M	16.41%	3
2024 Q4	–	Sell	-130,197	Closed	-$22.7M	–	66
2024 Q3	$22.7M	Buy	130,197 +162	+0.1%	+$29.5K	10.74%	2
2024 Q2	$22.7M	Sell	130,035 -118,074	-48%	-$20.6M	10.96%	2
2024 Q1	$44.4M	Buy	+248,109	New	+$42M	21.49%	2
2021 Q4	–	Sell	-287,171	Closed	-$44.9M	–	67
2021 Q3	$44.9M	Buy	+287,171	New	+$46M	19.83%	2
2021 Q2	–	Sell	-273,200	Closed	-$41.4M	–	81
2021 Q1	$41.4M	Buy	+273,200	New	+$39.5M	18.34%	2
2018 Q4	–	Sell	-5,316	Closed	-$673K	–	23
2018 Q3	$673K	Hold	5,316	–	–	0.36%	9
2018 Q2	$645K	Hold	5,316	–	–	0.47%	7
2018 Q1	$638K	Sell	5,316 -410,123	-99%	-$51.1M	0.81%	7
2017 Q4	$51.7M	Sell	415,439 -995,865	-71%	-$121M	52.43%	1
2017 Q3	$167M	Buy	1,411,304 +208,967	+17%	+$24.3M	86.57%	1
2017 Q2	$140M	Buy	+1,202,337	New	+$138M	93.77%	1

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gainplan's IWD Position: Q1 2026 in Review

Gainplan sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 208,239 shares — an estimated $43.8M sold.

Gainplan first reported a position in IWD in Q2 2017 and held it in 12 quarters. The position peaked at $167M in Q3 2017. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Gainplan reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Gainplan sold 208,239 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $43.8M.
Gainplan first reported a position in iShares Russell 1000 Value ETF in Q2 2017 and held it in 12 quarters.
Gainplan's iShares Russell 1000 Value ETF position peaked at $167M in Q3 2017.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Gainplan's 13F filing for Q1 2026, filed 8 Apr 2026.