Tanaka Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Tanaka Capital 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
2026 Q1	$26K	Hold	123	–	–	0.04%	31
2025 Q4	$26K	Hold	123	–	–	0.05%	32
2025 Q3	$25K	Buy	+123	New	+$24.5K	0.05%	32
2025 Q1	$23K	Hold	123	–	–	0.05%	30
2024 Q4	$23K	Hold	123	–	–	0.05%	32
2024 Q3	$23K	Hold	123	–	–	0.05%	33
2024 Q2	$21K	Hold	123	–	–	0.05%	35
2024 Q1	$22K	Hold	123	–	–	0.05%	37
2023 Q4	$20K	Hold	123	–	–	0.05%	37
2023 Q3	$19K	Hold	123	–	–	0.05%	34
2023 Q2	$19K	Hold	123	–	–	0.05%	35
2023 Q1	$19K	Hold	123	–	–	0.06%	37
2022 Q4	$19K	Hold	123	–	–	0.06%	36
2022 Q3	$17K	Hold	123	–	–	0.05%	36
2022 Q2	$18K	Hold	123	–	–	0.06%	36
2022 Q1	$20K	Hold	123	–	–	0.04%	40
2021 Q4	$21K	Hold	123	–	–	0.04%	40
2021 Q3	$19K	Hold	123	–	–	0.03%	42
2021 Q2	$20K	Buy	+123	New	+$19.5K	0.03%	41

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Tanaka Capital Management's IWD Position: Q1 2026 in Review

Tanaka Capital Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 123 shares worth $26K. The position accounts for 0.04% of the portfolio, ranked #31.

Tanaka Capital Management first reported a position in IWD in Q2 2021 and has held it in 19 quarters since. 1,906 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Tanaka Capital Management held 123 shares of iShares Russell 1000 Value ETF worth $26K as of Q1 2026.
Tanaka Capital Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.04% of Tanaka Capital Management's portfolio in Q1 2026, its #31 holding.
Tanaka Capital Management first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 19 quarters since.
1,906 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Tanaka Capital Management's 13F filing for Q1 2026, filed 18 May 2026.