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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
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 $1.37T 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

Retirement Planning Group (Kansas)'s IWD Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its iShares Russell 1000 Value ETF (IWD) stake by 17% in Q1 2026, buying an estimated $101K and bringing the position to 3,239 shares worth $692K. The position accounts for 0.02% of the portfolio, ranked #244.

Retirement Planning Group (Kansas) first reported a position in IWD in Q1 2015 and has held it in 23 quarters since. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Retirement Planning Group (Kansas) held 3,239 shares of iShares Russell 1000 Value ETF worth $692K as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 460 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $101K.
  • iShares Russell 1000 Value ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #244 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares Russell 1000 Value ETF in Q1 2015 and has held it in 23 quarters since.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.