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

Planning Directions’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 		$589K Buy
+2,756
New +$604K 0.3% 49
2025
Q2 		– Sell
-3,973
Closed -$748K – 95
2025
Q1 		$748K Buy
+3,973
New +$757K 0.32% 52

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Planning Directions's IWD Position: Q1 2026 in Review

Planning Directions opened a new position in iShares Russell 1000 Value ETF (IWD) in Q1 2026: 2,756 shares worth $589K. The stake represents 0.3% of the portfolio and ranks #49 among its holdings. This is a return to the name: Planning Directions previously reported a position in IWD as recently as Q1 2025.

Planning Directions first reported a position in IWD in Q1 2025 and has held it in 2 quarters since. The position peaked at $748K in Q1 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Planning Directions held 2,756 shares of iShares Russell 1000 Value ETF worth $589K as of Q1 2026.
  • iShares Russell 1000 Value ETF was a new Planning Directions position in Q1 2026.
  • iShares Russell 1000 Value ETF made up 0.3% of Planning Directions's portfolio in Q1 2026, its #49 holding.
  • Planning Directions first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 2 quarters since.
  • Planning Directions's iShares Russell 1000 Value ETF position peaked at $748K in Q1 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.