WealthPLAN Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

WealthPLAN Partners’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	–	Sell	-2,842	Closed	-$598K	–	237
2025 Q4	$598K	Hold	2,842	–	–	0.09%	164
2025 Q3	$579K	Hold	2,842	–	–	0.09%	163
2025 Q2	$552K	Hold	2,842	–	–	0.09%	163
2025 Q1	$535K	Hold	2,842	–	–	0.08%	162
2024 Q4	$526K	Hold	2,842	–	–	0.07%	167
2024 Q3	$539K	Hold	2,842	–	–	0.07%	172
2024 Q2	$496K	Hold	2,842	–	–	0.05%	208
2024 Q1	$509K	Hold	2,842	–	–	0.05%	204
2023 Q4	$470K	Sell	2,842 -82	-3%	-$12.7K	0.05%	221
2023 Q3	$444K	Sell	2,924 -291	-9%	-$46.2K	0.05%	219
2023 Q2	$507K	Hold	3,215	–	–	0.07%	190
2023 Q1	$490K	Hold	3,215	–	–	0.06%	201
2022 Q4	$513K	Buy	+3,215	New	+$481K	0.04%	250
2022 Q1	$503K	Hold	3,215	–	–	0.03%	248
2021 Q4	$527K	Hold	3,215	–	–	0.03%	246
2021 Q3	$528K	Buy	+3,215	New	+$515K	0.04%	249

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

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 22.9% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WealthPLAN Partners's IWD Position: Q1 2026 in Review

WealthPLAN Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 2,842 shares — an estimated $598K sold.

WealthPLAN Partners first reported a position in IWD in Q3 2021 and held it in 16 quarters. The position peaked at $598K in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

WealthPLAN Partners reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
WealthPLAN Partners sold 2,842 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $598K.
WealthPLAN Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and held it in 16 quarters.
WealthPLAN Partners's iShares Russell 1000 Value ETF position peaked at $598K in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.