Tanager Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Tanager Wealth Management’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
2025 Q3	–	Sell	-1,791	Closed	-$348K	–	135
2025 Q2	$348K	Hold	1,791	–	–	0.04%	93
2025 Q1	$337K	Hold	1,791	–	–	0.04%	85
2024 Q4	$332K	Hold	1,791	–	–	0.04%	81
2024 Q3	$340K	Hold	1,791	–	–	0.05%	80
2024 Q2	$312K	Hold	1,791	–	–	0.05%	73
2024 Q1	$321K	Hold	1,791	–	–	0.05%	69
2023 Q4	$296K	Sell	1,791 -202	-10%	-$31.2K	0.05%	66
2023 Q3	$305K	Hold	1,993	–	–	0.06%	63
2023 Q2	$315K	Hold	1,993	–	–	0.07%	65
2023 Q1	$303K	Buy	+1,993	New	+$308K	0.07%	62

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Tanager Wealth Management's IWD Position: Q3 2025 in Review

Tanager Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2025, closing a stake of 1,791 shares — an estimated $348K sold.

Tanager Wealth Management first reported a position in IWD in Q1 2023 and held it in 10 quarters. The position peaked at $348K in Q2 2025. 1,754 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

Tanager Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2025 after selling out during the quarter.
Tanager Wealth Management sold 1,791 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $348K.
Tanager Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and held it in 10 quarters.
Tanager Wealth Management's iShares Russell 1000 Value ETF position peaked at $348K in Q2 2025.
1,754 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Tanager Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.