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

Planning Alternatives’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	$209K	Buy	+862	New	+$201K	0.02%	126
2025 Q4	–	Sell	-1,373	Closed	-$280K	–	101
2025 Q3	$280K	Hold	1,373	–	–	0.04%	75
2025 Q2	$267K	Hold	1,373	–	–	0.04%	70
2025 Q1	$258K	Hold	1,373	–	–	0.04%	70
2024 Q4	$254K	Hold	1,373	–	–	0.04%	54
2024 Q3	$261K	Buy	+1,373	New	+$250K	0.04%	53
2016 Q2	–	Sell	-2,028	Closed	-$200K	–	53
2016 Q1	$200K	Buy	+2,028	New	+$190K	0.04%	47

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

Planning Alternatives's IWD Position: Q2 2026 in Review

Planning Alternatives opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 862 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #126 among its holdings. This is a return to the name: Planning Alternatives previously reported a position in IWD as recently as Q3 2025.

Planning Alternatives first reported a position in IWD in Q1 2016 and has held it in 7 quarters since. The position peaked at $280K in Q3 2025. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Planning Alternatives held 862 shares of iShares Russell 1000 Value ETF worth $209K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Planning Alternatives position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.02% of Planning Alternatives's portfolio in Q2 2026, its #126 holding.
Planning Alternatives first reported a position in iShares Russell 1000 Value ETF in Q1 2016 and has held it in 7 quarters since.
Planning Alternatives's iShares Russell 1000 Value ETF position peaked at $280K in Q3 2025.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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