Tanglewood Wealth Management
IWD icon

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
Q3 		$326K Hold
1,313
– – 0.03% 40
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

GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Tanglewood Wealth Management's IWD Position: Q3 2026 in Review

Tanglewood Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 1,313 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #40.

Tanglewood Wealth Management first reported a position in IWD in Q3 2024 and has held it in 7 quarters since. 829 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Tanglewood Wealth Management held 1,313 shares of iShares Russell 1000 Value ETF worth $326K as of Q3 2026.
  • Tanglewood Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up 0.03% of Tanglewood Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Tanglewood Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 829 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Tanglewood Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.