IP
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Ignite Planners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Ignite Planners’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 		$686K Hold
2,830
– – 0.09% 214
2026
Q1 		$605K Hold
2,830
– – 0.09% 220
2025
Q4 		$622K Buy
+2,830
New +$585K 0.1% 216
2025
Q2 		– Sell
-1,741
Closed -$317K – 363
2025
Q1 		$317K Buy
1,741
+28
+2% +$5.33K 0.06% 258
2024
Q4 		$319K Sell
1,713
-36
-2% -$6.91K 0.07% 226
2024
Q3 		$332K Sell
1,749
-473
-21% -$86.2K 0.08% 211
2024
Q2 		$386K Buy
+2,222
New +$389K 0.09% 185
2022
Q2 		– Sell
-2,540
Closed -$411K – 175
2022
Q1 		$411K Buy
+2,540
New +$417K 0.28% 103

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ignite Planners's IWD Position: Q2 2026 in Review

Ignite Planners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,830 shares worth $686K. The position accounts for 0.09% of the portfolio, ranked #214.

Ignite Planners first reported a position in IWD in Q1 2022 and has held it in 8 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Ignite Planners held 2,830 shares of iShares Russell 1000 Value ETF worth $686K as of Q2 2026.
  • Ignite Planners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.09% of Ignite Planners's portfolio in Q2 2026, its #214 holding.
  • Ignite Planners first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 8 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.