Partners in Financial Planning’s iShares Russell 1000 Value ETF IWD Stock Holding History

Partners in 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 Q2	$1.01M	Buy	4,170 +5	+0.1%	+$1.17K	0.15%	55
2026 Q1	$890K	Buy	4,165 +5	+0.1%	+$1.09K	0.15%	53
2025 Q4	$875K	Buy	4,160 +7	+0.2%	+$1.45K	0.15%	52
2025 Q3	$845K	Buy	4,153 +2	+0%	+$398	0.15%	52
2025 Q2	$806K	Buy	4,151 +1	+0%	+$185	0.15%	52
2025 Q1	$781K	Buy	4,150 +1	+0%	+$190	0.16%	52
2024 Q4	$768K	Hold	4,149	–	–	0.16%	51
2024 Q3	$787K	Hold	4,149	–	–	0.16%	49
2024 Q2	$724K	Hold	4,149	–	–	0.16%	51
2024 Q1	$743K	Hold	4,149	–	–	0.17%	53
2023 Q4	$686K	Hold	4,149	–	–	0.16%	52
2023 Q3	$630K	Hold	4,149	–	–	0.16%	52
2023 Q2	$655K	Hold	4,149	–	–	0.17%	52
2023 Q1	$632K	Hold	4,149	–	–	0.17%	53
2022 Q4	$629K	Hold	4,149	–	–	0.17%	51
2022 Q3	$642K	Buy	4,149 +1,173	+39%	+$176K	0.18%	50
2022 Q2	$460K	Buy	+2,976	New	+$466K	0.15%	57
2022 Q1	–	Sell	-2,710	Closed	-$444K	–	94
2021 Q4	$444K	Hold	2,710	–	–	0.14%	55
2021 Q3	$424K	Hold	2,710	–	–	0.13%	55
2021 Q2	$430K	Buy	+2,710	New	+$429K	0.13%	52

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 22.9% 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

Partners in Financial Planning's IWD Position: Q2 2026 in Review

Partners in Financial Planning increased its iShares Russell 1000 Value ETF (IWD) stake by 0.12% in Q2 2026, buying an estimated $1.17K and bringing the position to 4,170 shares worth $1.01M. The position accounts for 0.15% of the portfolio, ranked #55.

Partners in Financial Planning first reported a position in IWD in Q2 2021 and has held it in 20 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Partners in Financial Planning held 4,170 shares of iShares Russell 1000 Value ETF worth $1.01M as of Q2 2026.
Partners in Financial Planning bought 5 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.17K.
iShares Russell 1000 Value ETF made up 0.15% of Partners in Financial Planning's portfolio in Q2 2026, its #55 holding.
Partners in Financial Planning first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 20 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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