Total Wealth Planning’s iShares Russell 1000 Value ETF IWD Stock Holding History

Total Wealth Planning’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
2025 Q4	–	Sell	-30,910	Closed	-$6.29M	–	71
2025 Q3	$6.29M	Buy	30,910 +7,100	+30%	+$1.41M	0.73%	28
2025 Q2	$4.62M	Buy	23,810 +22,175	+1,356%	+$4.11M	0.58%	34
2025 Q1	$308K	Hold	1,635	–	–	0.05%	76
2024 Q4	$303K	Hold	1,635	–	–	0.05%	79
2024 Q3	$310K	Hold	1,635	–	–	0.05%	81
2024 Q2	$298K	Hold	1,635	–	–	0.05%	80
2024 Q1	$293K	Hold	1,635	–	–	0.05%	82
2023 Q4	$270K	Buy	+1,635	New	+$252K	0.05%	83
2022 Q2	–	Sell	-1,492	Closed	-$248K	–	88
2022 Q1	$248K	Buy	+1,492	New	+$245K	0.07%	73

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Total Wealth Planning's IWD Position: Q4 2025 in Review

Total Wealth Planning sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 30,910 shares — an estimated $6.29M sold.

Total Wealth Planning first reported a position in IWD in Q1 2022 and held it in 9 quarters. The position peaked at $6.29M in Q3 2025. 1,906 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

Total Wealth Planning reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
Total Wealth Planning sold 30,910 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $6.29M.
Total Wealth Planning first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and held it in 9 quarters.
Total Wealth Planning's iShares Russell 1000 Value ETF position peaked at $6.29M in Q3 2025.
1,906 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.