Platform Technology Partners
IWD icon

Platform Technology Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Platform Technology Partners’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 		$674K Sell
2,719
-178
-6% -$45K 0.11% 154
2026
Q2 		$702K Sell
2,897
-66
-2% -$15.4K 0.11% 154
2026
Q1 		$633K Buy
2,963
+729
+33% +$160K 0.12% 146
2025
Q4 		$470K Buy
2,234
+1
+0% +$207 0.1% 164
2025
Q3 		$455K Sell
2,233
-36
-2% -$7.16K 0.11% 158
2025
Q2 		$441K Buy
2,269
+56
+3% +$10.4K 0.12% 161
2025
Q1 		$416K Buy
2,213
+2
+0.1% +$381 0.12% 151
2024
Q4 		$409K Buy
2,211
+1
+0% +$192 0.12% 142
2024
Q3 		$419K Buy
2,210
+756
+52% +$138K 0.13% 142
2024
Q2 		$254K Buy
+1,454
New +$254K 0.09% 185
2023
Q4 		$244K Buy
+1,451
New +$224K 0.09% 175
2022
Q3 		– Sell
-2,021
Closed -$293K – 203
2022
Q2 		$293K Buy
2,021
+16
+0.8% +$2.5K 0.16% 133
2022
Q1 		$333K Sell
2,005
-62
-3% -$10.2K 0.16% 140
2021
Q4 		$347K Hold
2,067
– – 0.15% 147
2021
Q3 		$324K Hold
2,067
– – 0.15% 158
2021
Q2 		$328K Buy
+2,067
New +$327K 0.14% 174
2020
Q4 		$264K Buy
+1,933
New +$248K 0.13% 169

Other funds holding IWD

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Platform Technology Partners's IWD Position: Q3 2026 in Review

Platform Technology Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 6.1% in Q3 2026, selling an estimated $45K and leaving 2,719 shares worth $674K. The position accounts for 0.11% of the portfolio, ranked #154.

Platform Technology Partners first reported a position in IWD in Q4 2020 and has held it in 17 quarters since. The position peaked at $702K in Q2 2026. 1,586 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Platform Technology Partners held 2,719 shares of iShares Russell 1000 Value ETF worth $674K as of Q3 2026.
  • Platform Technology Partners sold 178 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $45K.
  • iShares Russell 1000 Value ETF made up 0.11% of Platform Technology Partners's portfolio in Q3 2026, its #154 holding.
  • Platform Technology Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 17 quarters since.
  • Platform Technology Partners's iShares Russell 1000 Value ETF position peaked at $702K in Q2 2026.
  • 1,586 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Platform Technology Partners's 13F filing for Q3 2026, filed 2 Nov 2026.