Prosperity Planning’s iShares Russell 1000 Value ETF IWD Stock Holding History

Prosperity Planning’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	$1.75M	Sell	7,233 -429	-6%	-$99.9K	0.4%	45
2026 Q1	$1.64M	Sell	7,662 -935	-11%	-$205K	0.41%	45
2025 Q4	$1.81M	Sell	8,597 -317	-4%	-$65.5K	0.47%	43
2025 Q3	$1.81M	Hold	8,914	–	–	0.49%	43
2025 Q2	$1.73M	Sell	8,914 -46	-0.5%	-$8.52K	0.5%	42
2025 Q1	$1.69M	Sell	8,960 -188	-2%	-$35.8K	0.53%	40
2024 Q4	$1.69M	Sell	9,148 -248	-3%	-$47.6K	0.54%	40
2024 Q3	$1.78M	Sell	9,396 -283	-3%	-$51.6K	0.57%	40
2024 Q2	$1.69M	Sell	9,679 -105	-1%	-$18.4K	0.58%	36
2024 Q1	$1.75M	Sell	9,784 -55	-0.6%	-$9.31K	0.61%	36
2023 Q4	$1.63M	Sell	9,839 -657	-6%	-$101K	0.61%	35
2023 Q3	$1.59M	Sell	10,496 -292	-3%	-$46.3K	0.67%	34
2023 Q2	$1.7M	Hold	10,788	–	–	0.7%	33
2023 Q1	$1.64M	Sell	10,788 -19	-0.2%	-$2.93K	0.72%	33
2022 Q4	$1.58M	Hold	10,807	–	–	0.78%	28
2022 Q3	$1.47M	Sell	10,807 -569	-5%	-$85.5K	0.77%	33
2022 Q2	$1.59M	Buy	+11,376	New	+$1.78M	0.81%	28
2022 Q1	–	Hold	0	–	–	–	27
2021 Q4	–	Hold	0	–	–	–	26
2021 Q3	–	Hold	0	–	–	–	27
2021 Q2	–	Sell	-11,821	Closed	-$1.87M	–	25
2021 Q1	$1.79M	Sell	11,821 -333	-3%	-$48.2K	1.27%	24
2020 Q4	$1.66M	Buy	+12,154	New	+$1.56M	1.41%	24

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Prosperity Planning's IWD Position: Q2 2026 in Review

Prosperity Planning reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.6% in Q2 2026, selling an estimated $99.9K and leaving 7,233 shares worth $1.75M. The position accounts for 0.4% of the portfolio, ranked #45.

Prosperity Planning first reported a position in IWD in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.81M in Q3 2025. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Prosperity Planning held 7,233 shares of iShares Russell 1000 Value ETF worth $1.75M as of Q2 2026.
Prosperity Planning sold 429 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $99.9K.
iShares Russell 1000 Value ETF made up 0.4% of Prosperity Planning's portfolio in Q2 2026, its #45 holding.
Prosperity Planning first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 19 quarters since.
Prosperity Planning's iShares Russell 1000 Value ETF position peaked at $1.81M in Q3 2025.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.