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PDS Planning’s iShares Russell 1000 Value ETF IWD Stock Holding History

PDS 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 		$308K Sell
1,269
-1
-0.1% -$233 0.02% 424
2026
Q1 		$271K Buy
1,270
+2
+0.2% +$438 0.02% 424
2025
Q4 		$267K Buy
1,268
+3
+0.2% +$620 0.02% 419
2025
Q3 		$257K Hold
1,265
– – 0.02% 421
2025
Q2 		$246K Sell
1,265
-8
-0.6% -$1.48K 0.02% 411
2025
Q1 		$240K Sell
1,273
-48
-4% -$9.14K 0.02% 384
2024
Q4 		$245K Sell
1,321
-228
-15% -$43.7K 0.02% 351
2024
Q3 		$294K Buy
1,549
+4
+0.3% +$729 0.03% 299
2024
Q2 		$270K Sell
1,545
-5
-0.3% -$874 0.03% 290
2024
Q1 		$278K Buy
1,550
+3
+0.2% +$508 0.03% 280
2023
Q4 		$256K Buy
1,547
+7
+0.5% +$1.08K 0.03% 273
2023
Q3 		$234K Hold
1,540
– – 0.03% 260
2023
Q2 		$243K Sell
1,540
-526
-25% -$80.4K 0.03% 255
2023
Q1 		$315K Buy
2,066
+3
+0.1% +$463 0.04% 188
2022
Q4 		$313K Buy
2,063
+8
+0.4% +$1.2K 0.05% 142
2022
Q3 		$280K Hold
2,055
– – 0.05% 140
2022
Q2 		$298K Sell
2,055
-188
-8% -$29.4K 0.05% 141
2022
Q1 		$372K Buy
2,243
+398
+22% +$65.4K 0.07% 124
2021
Q4 		$310K Buy
1,845
+5
+0.3% +$819 0.06% 133
2021
Q3 		$288K Buy
1,840
+28
+2% +$4.49K 0.07% 135
2021
Q2 		$287K Buy
1,812
+4
+0.2% +$633 0.07% 132
2021
Q1 		$274K Hold
1,808
– – 0.08% 119
2020
Q4 		$247K Sell
1,808
-456
-20% -$58.5K 0.08% 124
2020
Q3 		$267K Buy
2,264
+462
+26% +$54.8K 0.11% 105
2020
Q2 		$203K Buy
+1,802
New +$198K 0.09% 119

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

PDS Planning's IWD Position: Q2 2026 in Review

PDS Planning reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.08% in Q2 2026, selling an estimated $233 and leaving 1,269 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #424.

PDS Planning first reported a position in IWD in Q2 2020 and has held it in 25 quarters since. The position peaked at $372K in Q1 2022. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • PDS Planning held 1,269 shares of iShares Russell 1000 Value ETF worth $308K as of Q2 2026.
  • PDS Planning sold 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
  • iShares Russell 1000 Value ETF made up 0.02% of PDS Planning's portfolio in Q2 2026, its #424 holding.
  • PDS Planning first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and has held it in 25 quarters since.
  • PDS Planning's iShares Russell 1000 Value ETF position peaked at $372K in Q1 2022.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.