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PlanVest Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

PlanVest Financial’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 		$2.78M Buy
11,448
+604
+6% +$141K 1.85% 15
2026
Q1 		$2.32M Buy
+10,844
New +$2.37M 1.76% 16

Other funds holding IWD

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PlanVest Financial's IWD Position: Q2 2026 in Review

PlanVest Financial increased its iShares Russell 1000 Value ETF (IWD) stake by 5.6% in Q2 2026, buying an estimated $141K and bringing the position to 11,448 shares worth $2.78M. The position accounts for 1.85% of the portfolio, ranked #15.

PlanVest Financial first reported a position in IWD in Q1 2026 and has held it in 2 quarters since. 1,915 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • PlanVest Financial held 11,448 shares of iShares Russell 1000 Value ETF worth $2.78M as of Q2 2026.
  • PlanVest Financial bought 604 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $141K.
  • iShares Russell 1000 Value ETF made up 1.85% of PlanVest Financial's portfolio in Q2 2026, its #15 holding.
  • PlanVest Financial first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,915 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.