PlanVest Financial
IWD icon

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
Q3 		$2.86M Buy
11,532
+84
+0.7% +$21.2K 1.84% 16
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 $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return

PlanVest Financial's IWD Position: Q3 2026 in Review

PlanVest Financial increased its iShares Russell 1000 Value ETF (IWD) stake by 0.73% in Q3 2026, buying an estimated $21.2K and bringing the position to 11,532 shares worth $2.86M. The position accounts for 1.84% of the portfolio, ranked #16.

PlanVest Financial first reported a position in IWD in Q1 2026 and has held it in 3 quarters since. 1,784 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • PlanVest Financial held 11,532 shares of iShares Russell 1000 Value ETF worth $2.86M as of Q3 2026.
  • PlanVest Financial bought 84 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $21.2K.
  • iShares Russell 1000 Value ETF made up 1.84% of PlanVest Financial's portfolio in Q3 2026, its #16 holding.
  • PlanVest Financial first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,784 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.