Talisman Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Talisman Wealth Advisors’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	$394K	Sell	1,624 -153	-9%	-$35.6K	0.29%	71
2026 Q1	$380K	Sell	1,777 -222	-11%	-$48.6K	0.31%	64
2025 Q4	$421K	Sell	1,999 -500	-20%	-$103K	0.33%	64
2025 Q3	$509K	Buy	2,499 +3	+0.1%	+$597	0.42%	58
2025 Q2	$485K	Sell	2,496 -249	-9%	-$46.1K	0.44%	55
2025 Q1	$517K	Buy	2,745 +143	+5%	+$27.2K	0.53%	52
2024 Q4	$482K	Buy	2,602 +125	+5%	+$24K	0.51%	51
2024 Q3	$469K	Sell	2,477 -302	-11%	-$55K	0.49%	52
2024 Q2	$485K	Sell	2,779 -68	-2%	-$11.9K	0.56%	46
2024 Q1	$510K	Sell	2,847 -5	-0.2%	-$846	0.64%	44
2023 Q4	$471K	Sell	2,852 -344	-11%	-$53.1K	0.7%	41
2023 Q3	$485K	Sell	3,196 -328	-9%	-$52K	0.84%	35
2023 Q2	$556K	Sell	3,524 -503	-12%	-$76.9K	0.95%	33
2023 Q1	$613K	Sell	4,027 -72	-2%	-$11.1K	1.11%	29
2022 Q4	$622K	Buy	+4,099	New	+$614K	1.32%	27

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

Talisman Wealth Advisors's IWD Position: Q2 2026 in Review

Talisman Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 8.6% in Q2 2026, selling an estimated $35.6K and leaving 1,624 shares worth $394K. The position accounts for 0.29% of the portfolio, ranked #71.

Talisman Wealth Advisors first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. The position peaked at $622K in Q4 2022. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Talisman Wealth Advisors held 1,624 shares of iShares Russell 1000 Value ETF worth $394K as of Q2 2026.
Talisman Wealth Advisors sold 153 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $35.6K.
iShares Russell 1000 Value ETF made up 0.29% of Talisman Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Talisman Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
Talisman Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $622K in Q4 2022.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.