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XY Planning Network’s iShares Russell 1000 Value ETF IWD Stock Holding History

XY Planning Network’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 		$859K Hold
3,544
– – 0.11% 158
2026
Q1 		$762K Buy
+3,544
New +$776K 0.12% 152

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

XY Planning Network's IWD Position: Q2 2026 in Review

XY Planning Network held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 3,544 shares worth $859K. The position accounts for 0.11% of the portfolio, ranked #158.

XY Planning Network first reported a position in IWD in Q1 2026 and has held it in 2 quarters since. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • XY Planning Network held 3,544 shares of iShares Russell 1000 Value ETF worth $859K as of Q2 2026.
  • XY Planning Network left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.11% of XY Planning Network's portfolio in Q2 2026, its #158 holding.
  • XY Planning Network first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.