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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
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

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

Platform Technology Partners's IWD Position: Q2 2026 in Review

Platform Technology Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.2% in Q2 2026, selling an estimated $15.4K and leaving 2,897 shares worth $702K. 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 16 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Platform Technology Partners held 2,897 shares of iShares Russell 1000 Value ETF worth $702K as of Q2 2026.
  • Platform Technology Partners sold 66 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $15.4K.
  • iShares Russell 1000 Value ETF made up 0.11% of Platform Technology Partners's portfolio in Q2 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 16 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.