Tanglewood Legacy Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Tanglewood Legacy 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 Q1	$4.85M	Sell	22,683 -637	-3%	-$140K	1.75%	8
2025 Q4	$4.91M	Sell	23,320 -863	-4%	-$178K	1.84%	8
2025 Q3	$4.92M	Buy	24,183 +481	+2%	+$95.7K	1.9%	7
2025 Q2	$4.6M	Sell	23,702 -5,427	-19%	-$1.01M	1.89%	8
2025 Q1	$5.48M	Buy	29,129 +1,459	+5%	+$278K	2.4%	6
2024 Q4	$5.12M	Sell	27,670 -289	-1%	-$55.4K	2.19%	8
2024 Q3	$5.31M	Buy	27,959 +36	+0.1%	+$6.56K	2.36%	8
2024 Q2	$4.87M	Sell	27,923 -1,315	-4%	-$230K	2.3%	7
2024 Q1	$5.24M	Sell	29,238 -77	-0.3%	-$13K	2.58%	7
2023 Q4	$4.84M	Sell	29,315 -164	-0.6%	-$25.3K	2.65%	7
2023 Q3	$4.48M	Sell	29,479 -68	-0.2%	-$10.8K	2.68%	6
2023 Q2	$4.66M	Sell	29,547 -277	-0.9%	-$42.3K	2.7%	6
2023 Q1	$4.54M	Sell	29,824 -341	-1%	-$52.7K	2.9%	6
2022 Q4	$4.57M	Buy	+30,165	New	+$4.52M	3.25%	6

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tanglewood Legacy Advisors's IWD Position: Q1 2026 in Review

Tanglewood Legacy Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.7% in Q1 2026, selling an estimated $140K and leaving 22,683 shares worth $4.85M. The position accounts for 1.75% of the portfolio, ranked #8.

Tanglewood Legacy Advisors first reported a position in IWD in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.48M in Q1 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Tanglewood Legacy Advisors held 22,683 shares of iShares Russell 1000 Value ETF worth $4.85M as of Q1 2026.
Tanglewood Legacy Advisors sold 637 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $140K.
iShares Russell 1000 Value ETF made up 1.75% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #8 holding.
Tanglewood Legacy Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 14 quarters since.
Tanglewood Legacy Advisors's iShares Russell 1000 Value ETF position peaked at $5.48M in Q1 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.