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 Q2	$1.16M	Sell	4,769 -5	-0.1%	-$1.17K	0.18%	118
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 $1.55T 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

Holistic Planning's IWD Position: Q2 2026 in Review

Holistic Planning reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.1% in Q2 2026, selling an estimated $1.17K and leaving 4,769 shares worth $1.16M. The position accounts for 0.18% of the portfolio, ranked #118.

Holistic Planning first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,977 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Holistic Planning held 4,769 shares of iShares Russell 1000 Value ETF worth $1.16M as of Q2 2026.
Holistic Planning sold 5 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.17K.
iShares Russell 1000 Value ETF made up 0.18% of Holistic Planning's portfolio in Q2 2026, its #118 holding.
Holistic Planning first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,977 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.