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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
Q2 		$5.5M Buy
22,694
+11
+0% +$2.56K 1.78% 8
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Tanglewood Legacy Advisors's IWD Position: Q2 2026 in Review

Tanglewood Legacy Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.05% in Q2 2026, buying an estimated $2.56K and bringing the position to 22,694 shares worth $5.5M. The position accounts for 1.78% of the portfolio, ranked #8.

Tanglewood Legacy Advisors first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Tanglewood Legacy Advisors held 22,694 shares of iShares Russell 1000 Value ETF worth $5.5M as of Q2 2026.
  • Tanglewood Legacy Advisors bought 11 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.56K.
  • iShares Russell 1000 Value ETF made up 1.78% of Tanglewood Legacy Advisors's portfolio in Q2 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 15 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.