XY Planning Network
IWD icon

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
Q3 		$243K Sell
980
-2,564
-72% -$648K 0.03% 352
2026
Q2 		$859K Hold
3,544
– – 0.11% 158
2026
Q1 		$762K Buy
+3,544
New +$776K 0.12% 152

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

XY Planning Network's IWD Position: Q3 2026 in Review

XY Planning Network reduced its iShares Russell 1000 Value ETF (IWD) stake by 72% in Q3 2026, selling an estimated $648K and leaving 980 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #352.

XY Planning Network first reported a position in IWD in Q1 2026 and has held it in 3 quarters since. The position peaked at $859K in Q2 2026. 920 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • XY Planning Network held 980 shares of iShares Russell 1000 Value ETF worth $243K as of Q3 2026.
  • XY Planning Network sold 2,564 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $648K.
  • iShares Russell 1000 Value ETF made up 0.03% of XY Planning Network's portfolio in Q3 2026, its #352 holding.
  • XY Planning Network first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and has held it in 3 quarters since.
  • XY Planning Network's iShares Russell 1000 Value ETF position peaked at $859K in Q2 2026.
  • 920 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.