Stonebridge Financial Planning Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Stonebridge Financial 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	$1.29M	Buy	5,328 +3	+0.1%	+$699	0.41%	70
2026 Q1	$1.14M	Buy	5,325 +4	+0.1%	+$876	0.42%	72
2025 Q4	$1.12M	Buy	5,321 +4	+0.1%	+$826	0.4%	77
2025 Q3	$1.08M	Buy	5,317 +5	+0.1%	+$995	0.41%	75
2025 Q2	$1.03M	Buy	5,312 +4	+0.1%	+$741	0.43%	68
2025 Q1	$999K	Buy	5,308 +4	+0.1%	+$762	0.46%	68
2024 Q4	$982K	Buy	+5,304	New	+$1.02M	0.44%	66
2022 Q1	–	Sell	-391	Closed	-$63K	–	237
2021 Q4	$63K	Hold	391	–	–	0.03%	197
2021 Q3	$65K	Hold	391	–	–	0.03%	196
2021 Q2	$63K	Hold	391	–	–	0.03%	191
2021 Q1	$61K	Hold	391	–	–	0.04%	193
2020 Q4	$53K	Hold	391	–	–	0.03%	190
2020 Q3	$48K	Hold	391	–	–	0.03%	194
2020 Q2	$44K	Hold	391	–	–	0.04%	191
2020 Q1	$41K	Sell	391 -200	-34%	-$24.9K	0.04%	184
2019 Q4	$81K	Buy	+591	New	+$77.9K	0.07%	141

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

Stonebridge Financial Planning Group's IWD Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its iShares Russell 1000 Value ETF (IWD) stake by 0.06% in Q2 2026, buying an estimated $699 and bringing the position to 5,328 shares worth $1.29M. The position accounts for 0.41% of the portfolio, ranked #70.

Stonebridge Financial Planning Group first reported a position in IWD in Q4 2019 and has held it in 16 quarters since. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Stonebridge Financial Planning Group held 5,328 shares of iShares Russell 1000 Value ETF worth $1.29M as of Q2 2026.
Stonebridge Financial Planning Group bought 3 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $699.
iShares Russell 1000 Value ETF made up 0.41% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #70 holding.
Stonebridge Financial Planning Group first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 16 quarters since.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.