Mark Sheptoff Financial Planning’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mark Sheptoff Financial 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	$29.2K	Hold	126	–	–	0.02%	229
2025 Q4	$26.5K	Hold	126	–	–	0.01%	248
2025 Q3	$25.7K	Hold	126	–	–	0.01%	249
2025 Q2	$24.5K	Hold	126	–	–	0.01%	251
2025 Q1	$23.7K	Hold	126	–	–	0.01%	233
2024 Q4	$23.3K	Buy	126 +71	+129%	+$13.6K	0.01%	245
2024 Q3	$10.4K	Buy	+55	New	+$10K	0.01%	303
2019 Q4	–	Sell	-261	Closed	-$33K	–	371
2019 Q3	$33K	Hold	261	–	–	0.02%	174
2019 Q2	$33K	Hold	261	–	–	0.02%	180
2019 Q1	$32K	Hold	261	–	–	0.02%	176
2018 Q4	$29K	Hold	261	–	–	0.02%	168
2018 Q3	$33K	Hold	261	–	–	0.02%	196
2018 Q2	$32K	Hold	261	–	–	0.02%	193
2018 Q1	$31K	Hold	261	–	–	0.02%	200
2017 Q4	$32K	Hold	261	–	–	0.02%	206
2017 Q3	$31K	Hold	261	–	–	0.02%	211
2017 Q2	$30K	Sell	261 -1	-0.4%	-$115	0.02%	206
2017 Q1	$30K	Buy	262 +1	+0.4%	+$115	0.02%	208
2016 Q4	$29K	Buy	+261	New	+$28.2K	0.02%	202

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

Mark Sheptoff Financial Planning's IWD Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 126 shares worth $29.2K. The position accounts for 0.02% of the portfolio, ranked #229.

Mark Sheptoff Financial Planning first reported a position in IWD in Q4 2016 and has held it in 19 quarters since. The position peaked at $33K in Q3 2019. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Mark Sheptoff Financial Planning held 126 shares of iShares Russell 1000 Value ETF worth $29.2K as of Q1 2026.
Mark Sheptoff Financial Planning left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #229 holding.
Mark Sheptoff Financial Planning first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 19 quarters since.
Mark Sheptoff Financial Planning's iShares Russell 1000 Value ETF position peaked at $33K in Q3 2019.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.