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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
Q3 		$790K Buy
3,186
+1,537
+93% +$389K 0.19% 61
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

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

S.E.E.D. Planning Group's IWD Position: Q3 2026 in Review

S.E.E.D. Planning Group increased its iShares Russell 1000 Value ETF (IWD) stake by 93% in Q3 2026, buying an estimated $389K and bringing the position to 3,186 shares worth $790K. The position accounts for 0.19% of the portfolio, ranked #61.

S.E.E.D. Planning Group first reported a position in IWD in Q2 2020 and has held it in 26 quarters since. 418 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • S.E.E.D. Planning Group held 3,186 shares of iShares Russell 1000 Value ETF worth $790K as of Q3 2026.
  • S.E.E.D. Planning Group bought 1,537 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $389K.
  • iShares Russell 1000 Value ETF made up 0.19% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #61 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 26 quarters since.
  • 418 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.