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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stonebridge Financial Planning Group's IWD Position: Q1 2026 in Review

Stonebridge Financial Planning Group increased its iShares Russell 1000 Value ETF (IWD) stake by 0.08% in Q1 2026, buying an estimated $876 and bringing the position to 5,325 shares worth $1.14M. The position accounts for 0.42% of the portfolio, ranked #72.

Stonebridge Financial Planning Group first reported a position in IWD in Q4 2019 and has held it in 15 quarters since. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Stonebridge Financial Planning Group held 5,325 shares of iShares Russell 1000 Value ETF worth $1.14M as of Q1 2026.
Stonebridge Financial Planning Group bought 4 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $876.
iShares Russell 1000 Value ETF made up 0.42% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #72 holding.
Stonebridge Financial Planning Group first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 15 quarters since.
1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.