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

TCFG 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
Q1 		$577K Buy
2,688
+280
+12% +$61.3K 0.22% 114
2025
Q4 		$518K Sell
2,408
-267
-10% -$55.2K 0.2% 128
2025
Q3 		$545K Buy
2,675
+41
+2% +$8.16K 0.21% 119
2025
Q2 		$512K Buy
2,634
+1,307
+98% +$242K 0.23% 120
2025
Q1 		$250K Buy
+1,327
New +$253K 0.13% 197

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TCFG Wealth Management's IWD Position: Q1 2026 in Review

TCFG Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q1 2026, buying an estimated $61.3K and bringing the position to 2,688 shares worth $577K. The position accounts for 0.22% of the portfolio, ranked #114.

TCFG Wealth Management first reported a position in IWD in Q1 2025 and has held it in 5 quarters since. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • TCFG Wealth Management held 2,688 shares of iShares Russell 1000 Value ETF worth $577K as of Q1 2026.
  • TCFG Wealth Management bought 280 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $61.3K.
  • iShares Russell 1000 Value ETF made up 0.22% of TCFG Wealth Management's portfolio in Q1 2026, its #114 holding.
  • TCFG Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.