S.E.E.D. Planning Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

S.E.E.D. Planning Group’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	$400K	Hold	1,649	–	–	0.11%	80
2026 Q1	$352K	Hold	1,649	–	–	0.1%	69
2025 Q4	$347K	Hold	1,649	–	–	0.1%	65
2025 Q3	$336K	Hold	1,649	–	–	0.1%	66
2025 Q2	$320K	Hold	1,649	–	–	0.1%	66
2025 Q1	$310K	Hold	1,649	–	–	0.1%	68
2024 Q4	$305K	Hold	1,649	–	–	0.1%	73
2024 Q3	$313K	Hold	1,649	–	–	0.1%	69
2024 Q2	$288K	Hold	1,649	–	–	0.1%	68
2024 Q1	$295K	Hold	1,649	–	–	0.11%	68
2023 Q4	$272K	Hold	1,649	–	–	0.11%	69
2023 Q3	$250K	Hold	1,649	–	–	0.1%	69
2023 Q2	$260K	Hold	1,649	–	–	0.09%	73
2023 Q1	$251K	Hold	1,649	–	–	0.1%	73
2022 Q4	$250K	Hold	1,649	–	–	0.11%	73
2022 Q3	$224K	Hold	1,649	–	–	0.1%	70
2022 Q2	$239K	Sell	1,649 -332	-17%	-$51.9K	0.11%	69
2022 Q1	$329K	Sell	1,981 -1,378	-41%	-$226K	0.14%	62
2021 Q4	$564K	Hold	3,359	–	–	0.24%	49
2021 Q3	$526K	Hold	3,359	–	–	0.25%	49
2021 Q2	$533K	Hold	3,359	–	–	0.26%	52
2021 Q1	$509K	Buy	3,359 +1,378	+70%	+$199K	0.28%	51
2020 Q4	$271K	Hold	1,981	–	–	0.16%	59
2020 Q3	$234K	Sell	1,981 -351	-15%	-$41.6K	0.17%	58
2020 Q2	$263K	Buy	+2,332	New	+$256K	0.21%	54

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

S.E.E.D. Planning Group's IWD Position: Q2 2026 in Review

S.E.E.D. Planning Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,649 shares worth $400K. The position accounts for 0.11% of the portfolio, ranked #80.

S.E.E.D. Planning Group first reported a position in IWD in Q2 2020 and has held it in 25 quarters since. The position peaked at $564K in Q4 2021. 1,977 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

S.E.E.D. Planning Group held 1,649 shares of iShares Russell 1000 Value ETF worth $400K as of Q2 2026.
S.E.E.D. Planning Group left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.11% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #80 holding.
S.E.E.D. Planning Group first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and has held it in 25 quarters since.
S.E.E.D. Planning Group's iShares Russell 1000 Value ETF position peaked at $564K in Q4 2021.
1,977 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.