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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
Q2 		$710K Buy
2,930
+174
+6% +$40.5K 0.33% 46
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 $1.55T 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

Planning Directions's IWD Position: Q2 2026 in Review

Planning Directions increased its iShares Russell 1000 Value ETF (IWD) stake by 6.3% in Q2 2026, buying an estimated $40.5K and bringing the position to 2,930 shares worth $710K. The position accounts for 0.33% of the portfolio, ranked #46.

Planning Directions first reported a position in IWD in Q1 2025 and has held it in 3 quarters since. The position peaked at $748K in Q1 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Planning Directions held 2,930 shares of iShares Russell 1000 Value ETF worth $710K as of Q2 2026.
  • Planning Directions bought 174 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $40.5K.
  • iShares Russell 1000 Value ETF made up 0.33% of Planning Directions's portfolio in Q2 2026, its #46 holding.
  • Planning Directions first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 3 quarters since.
  • Planning Directions's iShares Russell 1000 Value ETF position peaked at $748K in Q1 2025.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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