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

PlanWiser 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 		$295K Hold
1,217
– – 0.21% 43
2026
Q1 		$273K Hold
1,217
– – 0.2% 44
2025
Q4 		$267K Sell
1,217
-254
-17% -$52.5K 0.2% 44
2025
Q3 		$300K Hold
1,471
– – 0.24% 43
2025
Q2 		$292K Hold
1,471
– – 0.25% 41
2025
Q1 		$271K Buy
+1,471
New +$280K 0.25% 43

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

PlanWiser Financial's IWD Position: Q2 2026 in Review

PlanWiser Financial held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,217 shares worth $295K. The position accounts for 0.21% of the portfolio, ranked #43.

PlanWiser Financial first reported a position in IWD in Q1 2025 and has held it in 6 quarters since. The position peaked at $300K in Q3 2025. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • PlanWiser Financial held 1,217 shares of iShares Russell 1000 Value ETF worth $295K as of Q2 2026.
  • PlanWiser Financial left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.21% of PlanWiser Financial's portfolio in Q2 2026, its #43 holding.
  • PlanWiser Financial first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • PlanWiser Financial's iShares Russell 1000 Value ETF position peaked at $300K in Q3 2025.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.