Intrepid Financial Planning Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Intrepid Financial Planning Group’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	$2.47M	Sell	10,182 -82	-0.8%	-$19.1K	0.84%	29
2026 Q1	$2.19M	Sell	10,264 -779	-7%	-$171K	0.89%	30
2025 Q4	$2.32M	Sell	11,043 -157	-1%	-$32.4K	0.88%	26
2025 Q3	$2.28M	Sell	11,200 -124	-1%	-$24.7K	0.87%	27
2025 Q2	$2.2M	Sell	11,324 -6	-0.1%	-$1.11K	0.92%	26
2025 Q1	$2.13M	Sell	11,330 -574	-5%	-$109K	0.99%	26
2024 Q4	$2.2M	Sell	11,904 -346	-3%	-$66.4K	0.93%	27
2024 Q3	$2.33M	Sell	12,250 -250	-2%	-$45.5K	1%	24
2024 Q2	$2.18M	Sell	12,500 -95	-0.8%	-$16.6K	0.94%	24
2024 Q1	$2.26M	Sell	12,595 -37	-0.3%	-$6.26K	0.97%	27
2023 Q4	$2.09M	Sell	12,632 -333	-3%	-$51.4K	1%	28
2023 Q3	$1.97M	Sell	12,965 -110	-0.8%	-$17.4K	1.02%	26
2023 Q2	$2.06M	Sell	13,075 -42	-0.3%	-$6.42K	0.99%	27
2023 Q1	$2M	Sell	13,117 -580	-4%	-$89.6K	1.01%	28
2022 Q4	$2.08M	Sell	13,697 -323	-2%	-$48.4K	1.13%	24
2022 Q3	$1.91M	Sell	14,020 -319	-2%	-$47.9K	1.08%	26
2022 Q2	$2.08M	Buy	+14,339	New	+$2.24M	1.14%	26

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

Intrepid Financial Planning Group's IWD Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.8% in Q2 2026, selling an estimated $19.1K and leaving 10,182 shares worth $2.47M. The position accounts for 0.84% of the portfolio, ranked #29.

Intrepid Financial Planning Group first reported a position in IWD in Q2 2022 and has held it in 17 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Intrepid Financial Planning Group held 10,182 shares of iShares Russell 1000 Value ETF worth $2.47M as of Q2 2026.
Intrepid Financial Planning Group sold 82 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $19.1K.
iShares Russell 1000 Value ETF made up 0.84% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #29 holding.
Intrepid Financial Planning Group first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 17 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.