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

Holistic 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
2026 Q1	$1.02M	Sell	4,774 -268	-5%	-$58.7K	0.2%	101
2025 Q4	$1.06M	Sell	5,042 -58	-1%	-$12K	0.23%	90
2025 Q3	$1.04M	Sell	5,100 -262	-5%	-$52.1K	0.27%	71
2025 Q2	$1.04M	Buy	5,362 +203	+4%	+$37.6K	0.3%	63
2025 Q1	$971K	Hold	5,159	–	–	0.33%	62
2024 Q4	$955K	Buy	5,159 +186	+4%	+$35.7K	0.35%	55
2024 Q3	$944K	Buy	4,973 +544	+12%	+$99.1K	0.4%	55
2024 Q2	$793K	Hold	4,429	–	–	0.61%	47
2024 Q1	$793K	Sell	4,429 -249	-5%	-$42.1K	0.61%	47
2023 Q4	$773K	Buy	+4,678	New	+$722K	0.65%	43

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

Holistic Planning's IWD Position: Q1 2026 in Review

Holistic Planning reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.3% in Q1 2026, selling an estimated $58.7K and leaving 4,774 shares worth $1.02M. The position accounts for 0.2% of the portfolio, ranked #101.

Holistic Planning first reported a position in IWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.06M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Holistic Planning held 4,774 shares of iShares Russell 1000 Value ETF worth $1.02M as of Q1 2026.
Holistic Planning sold 268 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $58.7K.
iShares Russell 1000 Value ETF made up 0.2% of Holistic Planning's portfolio in Q1 2026, its #101 holding.
Holistic Planning first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's iShares Russell 1000 Value ETF position peaked at $1.06M in Q4 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.