Plante Moran Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Plante Moran Financial Advisors’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	$1M	Sell	4,135 -15	-0.4%	-$3.49K	0.05%	54
2026 Q1	$887K	Sell	4,150 -646	-13%	-$141K	0.06%	51
2025 Q4	$1.01M	Buy	4,796 +128	+3%	+$26.4K	0.06%	52
2025 Q3	$950K	Buy	4,668 +158	+4%	+$31.4K	0.06%	48
2025 Q2	$876K	Sell	4,510 -637	-12%	-$118K	0.06%	52
2025 Q1	$968K	Buy	5,147 +79	+2%	+$15K	0.08%	42
2024 Q4	$938K	Sell	5,068 -100	-2%	-$19.2K	0.08%	46
2024 Q3	$981K	Buy	5,168 +216	+4%	+$39.4K	0.08%	48
2024 Q2	$864K	Sell	4,952 -1,640	-25%	-$287K	0.09%	52
2024 Q1	$1.18M	Hold	6,592	–	–	0.13%	42
2023 Q4	$1.09M	Buy	6,592 +1,558	+31%	+$241K	0.11%	43
2023 Q3	$764K	Buy	5,034 +239	+5%	+$37.9K	0.09%	53
2023 Q2	$757K	Buy	4,795 +511	+12%	+$78.1K	0.09%	53
2023 Q1	$652K	Sell	4,284 -1,983	-32%	-$306K	0.09%	63
2022 Q4	$950K	Hold	6,267	–	–	0.14%	47
2022 Q3	$852K	Sell	6,267 -1,736	-22%	-$261K	0.15%	49
2022 Q2	$1.16M	Buy	8,003 +1,736	+28%	+$272K	0.19%	43
2022 Q1	$1.04M	Sell	6,267 -7,054	-53%	-$1.16M	0.19%	46
2021 Q4	$2.24M	Buy	13,321 +7,953	+148%	+$1.3M	0.37%	25
2021 Q3	$840K	Buy	5,368 +745	+16%	+$119K	0.19%	59
2021 Q2	$733K	Hold	4,623	–	–	0.18%	61
2021 Q1	$701K	Sell	4,623 -238	-5%	-$34.4K	0.19%	60
2020 Q4	$665K	Hold	4,861	–	–	0.21%	61
2020 Q3	$574K	Sell	4,861 -296	-6%	-$35.1K	0.2%	64
2020 Q2	$581K	Sell	5,157 -195	-4%	-$21.4K	0.23%	58
2020 Q1	$531K	Sell	5,352 -154	-3%	-$19.2K	0.24%	61
2019 Q4	$751K	Buy	5,506 +102	+2%	+$13.4K	0.26%	53
2019 Q3	$693K	Buy	5,404 +618	+13%	+$78.5K	0.2%	66
2019 Q2	$609K	Buy	4,786 +912	+24%	+$114K	0.19%	70
2019 Q1	$478K	Sell	3,874 -35	-0.9%	-$4.21K	0.15%	83
2018 Q4	$434K	Sell	3,909 -22	-0.6%	-$2.64K	0.15%	86
2018 Q3	$498K	Buy	3,931 +238	+6%	+$29.9K	0.16%	77
2018 Q2	$448K	Sell	3,693 -2,463	-40%	-$299K	0.23%	80
2018 Q1	$738K	Buy	6,156 +3,284	+114%	+$409K	0.4%	53
2017 Q4	$357K	Sell	2,872 -12	-0.4%	-$1.45K	0.2%	88
2017 Q3	$342K	Hold	2,884	–	–	0.2%	86
2017 Q2	$336K	Hold	2,884	–	–	0.21%	86
2017 Q1	$331K	Buy	2,884 +172	+6%	+$19.7K	0.2%	92
2016 Q4	$304K	Sell	2,712 -65	-2%	-$7.03K	0.19%	93
2016 Q3	$293K	Buy	2,777 +485	+21%	+$51.1K	0.2%	96
2016 Q2	$237K	Sell	2,292 -7	-0.3%	-$707	0.17%	100
2016 Q1	$227K	Sell	2,299 -1,518	-40%	-$142K	0.17%	98
2015 Q4	$373K	Sell	3,817 -598	-14%	-$59.4K	0.28%	71
2015 Q3	$412K	Hold	4,415	–	–	0.32%	65
2015 Q2	$455K	Hold	4,415	–	–	0.33%	62
2015 Q1	$455K	Hold	4,415	–	–	0.32%	68
2014 Q4	$461K	Sell	4,415 -195	-4%	-$19.9K	0.34%	61
2014 Q3	$461K	Buy	4,610 +4,134	+868%	+$419K	0.4%	55
2014 Q2	$48K	Buy	476 +230	+93%	+$22.6K	0.04%	238
2014 Q1	$24K	Hold	246	–	–	0.03%	230
2013 Q4	$23K	Sell	246 -150	-38%	-$13.6K	0.01%	332
2013 Q3	$34K	Hold	396	–	–	0.02%	230
2013 Q2	$33K	Buy	+396	New	+$33K	0.02%	204

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

Plante Moran Financial Advisors's IWD Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.36% in Q2 2026, selling an estimated $3.49K and leaving 4,135 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #54.

Plante Moran Financial Advisors first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.24M in Q4 2021. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Plante Moran Financial Advisors held 4,135 shares of iShares Russell 1000 Value ETF worth $1M as of Q2 2026.
Plante Moran Financial Advisors sold 15 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.49K.
iShares Russell 1000 Value ETF made up 0.05% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #54 holding.
Plante Moran Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
Plante Moran Financial Advisors's iShares Russell 1000 Value ETF position peaked at $2.24M in Q4 2021.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.