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Retirement Planning Group (Kansas)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Retirement Planning Group (Kansas)’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 		$758K Sell
3,128
-111
-3% -$25.9K 0.02% 263
2026
Q1 		$692K Buy
3,239
+460
+17% +$101K 0.02% 244
2025
Q4 		$584K Buy
2,779
+156
+6% +$32.2K 0.02% 249
2025
Q3 		$534K Buy
+2,623
New +$522K 0.02% 260
2024
Q4 		– Sell
-1,852
Closed -$352K – 283
2024
Q3 		$352K Buy
+1,852
New +$337K 0.02% 206
2020
Q1 		– Sell
-2,015
Closed -$275K – 61
2019
Q4 		$275K Buy
2,015
+2
+0.1% +$264 0.05% 63
2019
Q3 		$258K Sell
2,013
-27
-1% -$3.43K 0.05% 60
2019
Q2 		$260K Hold
2,040
– – 0.06% 58
2019
Q1 		$252K Sell
2,040
-294
-13% -$35.3K 0.06% 61
2018
Q4 		$259K Buy
2,334
+1
+0% +$120 0.07% 56
2018
Q3 		$295K Hold
2,333
– – 0.08% 42
2018
Q2 		$283K Hold
2,333
– – 0.08% 43
2018
Q1 		$280K Sell
2,333
-84
-3% -$10.5K 0.08% 41
2017
Q4 		$301K Buy
2,417
+171
+8% +$20.7K 0.08% 40
2017
Q3 		$266K Sell
2,246
-125
-5% -$14.6K 0.08% 42
2017
Q2 		$276K Buy
2,371
+103
+5% +$11.9K 0.08% 42
2017
Q1 		$261K Buy
2,268
+387
+21% +$44.4K 0.08% 46
2016
Q4 		$211K Buy
+1,881
New +$203K 0.07% 51
2016
Q3 		– Sell
-2,170
Closed -$224K – 55
2016
Q2 		$224K Buy
2,170
+86
+4% +$8.68K 0.08% 50
2016
Q1 		$206K Sell
2,084
-222
-10% -$20.8K 0.07% 53
2015
Q4 		$226K Buy
2,306
+1
+0% +$99 0.08% 51
2015
Q3 		$215K Hold
2,305
– – 0.09% 51
2015
Q2 		$238K Sell
2,305
-985
-30% -$103K 0.1% 54
2015
Q1 		$339K Buy
+3,290
New +$341K 0.14% 50

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

Retirement Planning Group (Kansas)'s IWD Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.4% in Q2 2026, selling an estimated $25.9K and leaving 3,128 shares worth $758K. The position accounts for 0.02% of the portfolio, ranked #263.

Retirement Planning Group (Kansas) first reported a position in IWD in Q1 2015 and has held it in 24 quarters since. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Retirement Planning Group (Kansas) held 3,128 shares of iShares Russell 1000 Value ETF worth $758K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 111 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $25.9K.
  • iShares Russell 1000 Value ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #263 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares Russell 1000 Value ETF in Q1 2015 and has held it in 24 quarters since.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.