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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Platform Technology Partners's IWD Position: Q1 2026 in Review

Platform Technology Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 33% in Q1 2026, buying an estimated $160K and bringing the position to 2,963 shares worth $633K. The position accounts for 0.12% of the portfolio, ranked #146.

Platform Technology Partners first reported a position in IWD in Q4 2020 and has held it in 15 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Platform Technology Partners held 2,963 shares of iShares Russell 1000 Value ETF worth $633K as of Q1 2026.
  • Platform Technology Partners bought 729 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $160K.
  • iShares Russell 1000 Value ETF made up 0.12% of Platform Technology Partners's portfolio in Q1 2026, its #146 holding.
  • Platform Technology Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 15 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Platform Technology Partners's 13F filing for Q1 2026, filed 27 Apr 2026.