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Tanglewood Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Tanglewood Wealth 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 		$318K Hold
1,313
– – 0.03% 37
2026
Q1 		$281K Hold
1,313
– – 0.02% 35
2025
Q4 		$276K Buy
1,313
+256
+24% +$52.9K 0.03% 33
2025
Q3 		$215K Hold
1,057
– – 0.02% 38
2025
Q2 		$205K Buy
+1,057
New +$196K 0.02% 40
2024
Q4 		– Sell
-1,057
Closed -$201K – 36
2024
Q3 		$201K Buy
+1,057
New +$193K 0.02% 36

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Tanglewood Wealth Management's IWD Position: Q2 2026 in Review

Tanglewood Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,313 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #37.

Tanglewood Wealth Management first reported a position in IWD in Q3 2024 and has held it in 6 quarters since. 823 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Tanglewood Wealth Management held 1,313 shares of iShares Russell 1000 Value ETF worth $318K as of Q2 2026.
  • Tanglewood Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.03% of Tanglewood Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Tanglewood Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 6 quarters since.
  • 823 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.