Moisand Fitzgerald Tamayo’s iShares Russell 1000 Value ETF IWD Stock Holding History

Moisand Fitzgerald Tamayo’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	$185K	Hold	763	–	–	0.02%	129
2026 Q1	$163K	Hold	763	–	–	0.02%	127
2025 Q4	$160K	Hold	763	–	–	0.02%	125
2025 Q3	$155K	Hold	763	–	–	0.02%	130
2025 Q2	$148K	Hold	763	–	–	0.02%	131
2025 Q1	$144K	Sell	763 -117	-13%	-$22.3K	0.02%	128
2024 Q4	$163K	Hold	880	–	–	0.02%	123
2024 Q3	$167K	Hold	880	–	–	0.02%	122
2024 Q2	$154K	Hold	880	–	–	0.02%	118
2024 Q1	$158K	Hold	880	–	–	0.02%	115
2023 Q4	$145K	Hold	880	–	–	0.03%	114
2023 Q3	$134K	Sell	880 -63	-7%	-$9.99K	0.03%	119
2023 Q2	$149K	Hold	943	–	–	0.03%	111
2023 Q1	$144K	Hold	943	–	–	0.03%	114
2022 Q4	$143K	Hold	943	–	–	0.03%	111
2022 Q3	$128K	Hold	943	–	–	0.04%	112
2022 Q2	$137K	Buy	+943	New	+$148K	0.04%	110
2022 Q1	–	Sell	-943	Closed	-$158K	–	583
2021 Q4	$158K	Hold	943	–	–	0.04%	97
2021 Q3	$148K	Hold	943	–	–	0.05%	97
2021 Q2	$150K	Hold	943	–	–	0.05%	93
2021 Q1	$143K	Sell	943 -12	-1%	-$1.74K	0.06%	87
2020 Q4	$131K	Buy	955 +12	+1%	+$1.54K	0.06%	88
2020 Q3	$111K	Hold	943	–	–	0.06%	88
2020 Q2	$106K	Hold	943	–	–	0.06%	88
2020 Q1	$94K	Hold	943	–	–	0.06%	87
2019 Q4	$129K	Hold	943	–	–	0.07%	88
2019 Q3	$121K	Hold	943	–	–	0.07%	88
2019 Q2	$120K	Hold	943	–	–	0.07%	88
2019 Q1	$116K	Hold	943	–	–	0.06%	90
2018 Q4	$105K	Hold	943	–	–	0.07%	90
2018 Q3	$119K	Hold	943	–	–	0.07%	90
2018 Q2	$114K	Hold	943	–	–	0.07%	90
2018 Q1	$113K	Hold	943	–	–	0.07%	93
2017 Q4	$117K	Hold	943	–	–	0.07%	82
2017 Q3	$112K	Buy	+943	New	+$110K	0.07%	85
2016 Q2	–	Sell	-1,093	Closed	-$108K	–	120
2016 Q1	$108K	Hold	1,093	–	–	0.09%	66
2015 Q4	$107K	Buy	+1,093	New	+$108K	0.09%	67

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

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

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IWD Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 763 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #129.

Moisand Fitzgerald Tamayo first reported a position in IWD in Q4 2015 and has held it in 37 quarters since. 506 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Moisand Fitzgerald Tamayo held 763 shares of iShares Russell 1000 Value ETF worth $185K as of Q2 2026.
Moisand Fitzgerald Tamayo left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.02% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #129 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 37 quarters since.
506 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.