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

Tandem 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 Q2	$549K	Buy	2,264 +1,209	+115%	+$282K	0.23%	85
2026 Q1	$225K	Hold	1,055	–	–	0.11%	108
2025 Q4	$222K	Hold	1,055	–	–	0.1%	114
2025 Q3	$215K	Hold	1,055	–	–	0.1%	114
2025 Q2	$205K	Buy	+1,055	New	+$195K	0.1%	111
2024 Q4	–	Sell	-1,055	Closed	-$200K	–	114
2024 Q3	$200K	Buy	+1,055	New	+$192K	0.11%	114

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 22.9% 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

Tandem Capital Management's IWD Position: Q2 2026 in Review

Tandem Capital Management increased its iShares Russell 1000 Value ETF (IWD) stake by 115% in Q2 2026, buying an estimated $282K and bringing the position to 2,264 shares worth $549K. The position accounts for 0.23% of the portfolio, ranked #85.

Tandem Capital Management first reported a position in IWD in Q3 2024 and has held it in 6 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Tandem Capital Management held 2,264 shares of iShares Russell 1000 Value ETF worth $549K as of Q2 2026.
Tandem Capital Management bought 1,209 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $282K.
iShares Russell 1000 Value ETF made up 0.23% of Tandem Capital Management's portfolio in Q2 2026, its #85 holding.
Tandem Capital Management first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 6 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Tandem Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.