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

TFB 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
Q1 		– Sell
-3,026
Closed -$636K – 255
2025
Q4 		$636K Buy
3,026
+1
+0% +$207 0.18% 136
2025
Q3 		$615K Sell
3,025
-18
-0.6% -$3.58K 0.18% 136
2025
Q2 		$591K Sell
3,043
-57
-2% -$10.6K 0.15% 152
2025
Q1 		$583K Sell
3,100
-144
-4% -$27.4K 0.17% 142
2024
Q4 		$601K Sell
3,244
-2
-0.1% -$384 0.17% 129
2024
Q3 		$616K Sell
3,246
-58
-2% -$10.6K 0.18% 122
2024
Q2 		$576K Sell
3,304
-1,163
-26% -$203K 0.19% 116
2024
Q1 		$765K Buy
4,467
+187
+4% +$31.6K 0.28% 84
2023
Q4 		$707K Buy
+4,280
New +$661K 0.36% 63
2023
Q3 		– Sell
-4,361
Closed -$688K – 162
2023
Q2 		$688K Buy
+4,361
New +$667K 0.3% 80

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TFB Advisors's IWD Position: Q1 2026 in Review

TFB Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 3,026 shares — an estimated $636K sold.

TFB Advisors first reported a position in IWD in Q2 2023 and held it in 10 quarters. The position peaked at $765K in Q1 2024. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • TFB Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • TFB Advisors sold 3,026 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $636K.
  • TFB Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and held it in 10 quarters.
  • TFB Advisors's iShares Russell 1000 Value ETF position peaked at $765K in Q1 2024.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.