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

Tandem Financial’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 		$4.14M Sell
19,361
-17,464
-47% -$3.82M 1.32% 21
2025
Q4 		$6.82M Buy
36,825
+16,766
+84% +$3.46M 8.17% 4
2025
Q3 		$4.08M Sell
20,059
-394
-2% -$78.4K 1.52% 18
2025
Q2 		$3.97M Sell
20,453
-17,051
-45% -$3.16M 3.71% 9
2025
Q1 		$7.06M Buy
37,504
+625
+2% +$119K 7.63% 3
2024
Q4 		$6.83M Buy
+36,879
New +$7.07M 7.23% 4

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tandem Financial's IWD Position: Q1 2026 in Review

Tandem Financial reduced its iShares Russell 1000 Value ETF (IWD) stake by 47% in Q1 2026, selling an estimated $3.82M and leaving 19,361 shares worth $4.14M. The position accounts for 1.32% of the portfolio, ranked #21.

Tandem Financial first reported a position in IWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.06M in Q1 2025. 1,903 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Tandem Financial held 19,361 shares of iShares Russell 1000 Value ETF worth $4.14M as of Q1 2026.
  • Tandem Financial sold 17,464 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $3.82M.
  • iShares Russell 1000 Value ETF made up 1.32% of Tandem Financial's portfolio in Q1 2026, its #21 holding.
  • Tandem Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Tandem Financial's iShares Russell 1000 Value ETF position peaked at $7.06M in Q1 2025.
  • 1,903 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.