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TCI Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

TCI Wealth 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 		$1.58M Buy
6,537
+1,133
+21% +$264K 0.07% 83
2026
Q1 		$1.15M Sell
5,404
-94
-2% -$20.6K 0.06% 93
2025
Q4 		$1.16M Sell
5,498
-1,781
-24% -$368K 0.06% 92
2025
Q3 		$1.48M Buy
7,279
+1,662
+30% +$331K 0.09% 80
2025
Q2 		$1.09M Sell
5,617
-48
-0.8% -$8.89K 0.07% 92
2025
Q1 		$1.07M Sell
5,665
-23
-0.4% -$4.38K 0.09% 79
2024
Q4 		$1.05M Sell
5,688
-540
-9% -$104K 0.09% 77
2024
Q3 		$1.18M Sell
6,228
-239
-4% -$43.5K 0.1% 74
2024
Q2 		$1.13M Sell
6,467
-816
-11% -$143K 0.11% 72
2024
Q1 		$1.3M Sell
7,283
-707
-9% -$120K 0.13% 64
2023
Q4 		$1.32M Sell
7,990
-508
-6% -$78.5K 0.14% 62
2023
Q3 		$1.29M Sell
8,498
-513
-6% -$81.4K 0.16% 55
2023
Q2 		$1.42M Sell
9,011
-20
-0.2% -$3.06K 0.18% 52
2023
Q1 		$1.37M Sell
9,031
-54
-0.6% -$8.34K 0.18% 51
2022
Q4 		$1.38M Sell
9,085
-67
-0.7% -$10K 0.19% 51
2022
Q3 		$1.25M Sell
9,152
-430
-4% -$64.6K 0.2% 50
2022
Q2 		$1.39M Sell
9,582
-28
-0.3% -$4.38K 0.21% 50
2022
Q1 		$1.59M Sell
9,610
-117
-1% -$19.2K 0.24% 46
2021
Q4 		$1.63M Sell
9,727
-147
-1% -$24.1K 0.24% 42
2021
Q3 		$1.54M Sell
9,874
-116
-1% -$18.6K 0.24% 45
2021
Q2 		$1.58M Sell
9,990
-17
-0.2% -$2.69K 0.27% 44
2021
Q1 		$1.52M Sell
10,007
-173
-2% -$25K 0.64% 35
2020
Q4 		$1.39M Sell
10,180
-22
-0.2% -$2.82K 0.62% 34
2020
Q3 		$1.21M Sell
10,202
-449
-4% -$53.2K 0.48% 45
2020
Q2 		$1.2M Sell
10,651
-90
-0.8% -$9.9K 0.51% 46
2020
Q1 		$1.06M Sell
10,741
-1,046
-9% -$130K 0.53% 43
2019
Q4 		$1.61M Sell
11,787
-21
-0.2% -$2.77K 0.63% 39
2019
Q3 		$1.51M Buy
11,808
+385
+3% +$48.9K 0.67% 38
2019
Q2 		$1.45M Sell
11,423
-1,316
-10% -$165K 0.65% 38
2019
Q1 		$1.57M Hold
12,739
– – 0.69% 38
2018
Q4 		$1.42M Sell
12,739
-34
-0.3% -$4.07K 0.69% 42
2018
Q3 		$1.62M Sell
12,773
-16
-0.1% -$2.01K 0.68% 38
2018
Q2 		$1.55M Buy
12,789
+4,170
+48% +$507K 0.69% 38
2018
Q1 		$1.03M Sell
8,619
-16
-0.2% -$2K 0.48% 48
2017
Q4 		$1.07M Buy
8,635
+350
+4% +$42.4K 0.47% 52
2017
Q3 		$982K Sell
8,285
-139
-2% -$16.2K 0.48% 51
2017
Q2 		$981K Buy
8,424
+288
+4% +$33.1K 0.5% 48
2017
Q1 		$935K Buy
8,136
+423
+5% +$48.5K 0.49% 51
2016
Q4 		$864K Hold
7,713
– – 0.45% 50
2016
Q3 		$815K Hold
7,713
– – 0.44% 56
2016
Q2 		$796K Hold
7,713
– – 0.44% 57
2016
Q1 		$762K Buy
7,713
+4,945
+179% +$463K 0.42% 59
2015
Q4 		$271K Sell
2,768
-300
-10% -$29.8K 0.15% 109
2015
Q3 		$286K Buy
3,068
+854
+39% +$84.8K 0.17% 100
2015
Q2 		$228K Buy
2,214
+450
+26% +$47.2K 0.13% 120
2015
Q1 		$182K Hold
1,764
– – 0.11% 122
2014
Q4 		$184K Hold
1,764
– – 0.11% 130
2014
Q3 		$177K Hold
1,764
– – 0.11% 128
2014
Q2 		$179K Hold
1,764
– – 0.11% 132
2014
Q1 		$170K Sell
1,764
-928
-34% -$86.9K 0.11% 134
2013
Q4 		$254K Buy
2,692
+623
+30% +$56.5K 0.16% 101
2013
Q3 		$178K Hold
2,069
– – 0.14% 114
2013
Q2 		$173K Buy
+2,069
New +$172K 0.13% 119

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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

TCI Wealth Advisors's IWD Position: Q2 2026 in Review

TCI Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 21% in Q2 2026, buying an estimated $264K and bringing the position to 6,537 shares worth $1.58M. The position accounts for 0.07% of the portfolio, ranked #83.

TCI Wealth Advisors first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.63M in Q4 2021. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • TCI Wealth Advisors held 6,537 shares of iShares Russell 1000 Value ETF worth $1.58M as of Q2 2026.
  • TCI Wealth Advisors bought 1,133 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $264K.
  • iShares Russell 1000 Value ETF made up 0.07% of TCI Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • TCI Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • TCI Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $1.63M in Q4 2021.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.