WealthPlan Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

WealthPlan Investment Management’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	$705K	Buy	2,910 +68	+2%	+$15.8K	0.04%	271
2026 Q1	$607K	Buy	+2,842	New	+$622K	0.03%	280
2023 Q1	–	Sell	-3,215	Closed	-$515K	–	505
2022 Q4	$515K	Hold	3,215	–	–	0.04%	250
2022 Q3	$495K	Buy	+3,215	New	+$483K	0.04%	246
2022 Q1	$503K	Buy	+3,215	New	+$528K	0.03%	248

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

WealthPlan Investment Management's IWD Position: Q2 2026 in Review

WealthPlan Investment Management increased its iShares Russell 1000 Value ETF (IWD) stake by 2.4% in Q2 2026, buying an estimated $15.8K and bringing the position to 2,910 shares worth $705K. The position accounts for 0.04% of the portfolio, ranked #271.

WealthPlan Investment Management first reported a position in IWD in Q1 2022 and has held it in 5 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

WealthPlan Investment Management held 2,910 shares of iShares Russell 1000 Value ETF worth $705K as of Q2 2026.
WealthPlan Investment Management bought 68 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $15.8K.
iShares Russell 1000 Value ETF made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #271 holding.
WealthPlan Investment Management first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 5 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.