TCTC Holdings’s iShares Russell 1000 Value ETF IWD Stock Holding History

TCTC Holdings’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	–	Sell	-136	Closed	-$28.6K	–	389
2025 Q4	$28.6K	Hold	136	–	–	﹤0.01%	413
2025 Q3	$27.7K	Hold	136	–	–	﹤0.01%	408
2025 Q2	$26.4K	Hold	136	–	–	﹤0.01%	432
2025 Q1	$25.6K	Hold	136	–	–	﹤0.01%	431
2024 Q4	$25.2K	Sell	136 -500	-79%	-$95.9K	﹤0.01%	408
2024 Q3	$121K	Hold	636	–	–	﹤0.01%	242
2024 Q2	$111K	Hold	636	–	–	﹤0.01%	251
2024 Q1	$114K	Hold	636	–	–	﹤0.01%	241
2023 Q4	$105K	Sell	636 -1,305	-67%	-$202K	﹤0.01%	241
2023 Q3	$295K	Hold	1,941	–	–	0.01%	157
2023 Q2	$306K	Hold	1,941	–	–	0.01%	159
2023 Q1	$296K	Hold	1,941	–	–	0.01%	166
2022 Q4	$294K	Hold	1,941	–	–	0.01%	158
2022 Q3	$264K	Buy	1,941 +136	+8%	+$20.4K	0.01%	158
2022 Q2	$262K	Hold	1,805	–	–	0.01%	163
2022 Q1	$300K	Buy	1,805 +500	+38%	+$82.1K	0.01%	165
2021 Q4	$219K	Buy	+1,305	New	+$214K	0.01%	195

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

TCTC Holdings's IWD Position: Q1 2026 in Review

TCTC Holdings sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 136 shares — an estimated $28.6K sold.

TCTC Holdings first reported a position in IWD in Q4 2021 and held it in 17 quarters. The position peaked at $306K in Q2 2023. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

TCTC Holdings reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
TCTC Holdings sold 136 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $28.6K.
TCTC Holdings first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 17 quarters.
TCTC Holdings's iShares Russell 1000 Value ETF position peaked at $306K in Q2 2023.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.