Game Plan Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Game Plan Financial Advisors’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	$3.81M	Sell	15,705 -75	-0.5%	-$17.5K	1.41%	20
2026 Q1	$3.37M	Hold	15,780	–	–	1.52%	21
2025 Q4	$3.32M	Buy	15,780 +150	+1%	+$31K	1.33%	24
2025 Q3	$3.18M	Hold	15,630	–	–	1.32%	29
2025 Q2	$3.04M	Hold	15,630	–	–	1.33%	29
2025 Q1	$2.94M	Hold	15,630	–	–	1.43%	24
2024 Q4	$2.89M	Hold	15,630	–	–	1.37%	27
2024 Q3	$2.97M	Hold	15,630	–	–	1.43%	23
2024 Q2	$2.73M	Sell	15,630 -300	-2%	-$52.5K	1.34%	25
2024 Q1	$2.85M	Hold	15,930	–	–	1.44%	23
2023 Q4	$2.63M	Buy	+15,930	New	+$2.46M	1.51%	22
2022 Q4	$2.42M	Hold	15,930	–	–	1.99%	20
2022 Q3	$2.17M	Hold	15,930	–	–	1.83%	22
2022 Q2	$2.3M	Hold	15,930	–	–	1.85%	20
2022 Q1	$2.64M	Hold	15,930	–	–	1.58%	25
2021 Q4	$2.67M	Hold	15,930	–	–	1.43%	26
2021 Q3	$2.49M	Hold	15,930	–	–	1.49%	23
2021 Q2	$2.53M	Hold	15,930	–	–	1.5%	24
2021 Q1	$2.42M	Sell	15,930 -25	-0.2%	-$3.62K	1.56%	24
2020 Q4	$2.18M	Sell	15,955 -500	-3%	-$64.1K	1.55%	22
2020 Q3	$1.94M	Buy	+16,455	New	+$1.95M	1.95%	21
2020 Q2	–	Sell	-16,905	Closed	-$1.68M	–	73
2020 Q1	$1.68M	Sell	16,905 -5,900	-26%	-$735K	1.98%	19
2019 Q4	$3.11M	Buy	+22,805	New	+$3.01M	2.91%	7

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 $2.3T AUM 54.33% 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 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Game Plan Financial Advisors's IWD Position: Q2 2026 in Review

Game Plan Financial Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.48% in Q2 2026, selling an estimated $17.5K and leaving 15,705 shares worth $3.81M. The position accounts for 1.41% of the portfolio, ranked #20.

Game Plan Financial Advisors first reported a position in IWD in Q4 2019 and has held it in 23 quarters since. 1,977 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Game Plan Financial Advisors held 15,705 shares of iShares Russell 1000 Value ETF worth $3.81M as of Q2 2026.
Game Plan Financial Advisors sold 75 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $17.5K.
iShares Russell 1000 Value ETF made up 1.41% of Game Plan Financial Advisors's portfolio in Q2 2026, its #20 holding.
Game Plan Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 23 quarters since.
1,977 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.