TFC Financial Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

TFC Financial 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	$294K	Buy	1,376 +355	+35%	+$77.7K	0.04%	108
2025 Q4	$215K	Hold	1,021	–	–	0.03%	125
2025 Q3	$208K	Buy	1,021 +38	+4%	+$7.56K	0.03%	124
2025 Q2	$191K	Hold	983	–	–	0.03%	131
2025 Q1	$185K	Hold	983	–	–	0.03%	125
2024 Q4	$182K	Hold	983	–	–	0.03%	133
2024 Q3	$187K	Hold	983	–	–	0.03%	132
2024 Q2	$172K	Hold	983	–	–	0.03%	132
2024 Q1	$176K	Hold	983	–	–	0.03%	129
2023 Q4	$162K	Hold	983	–	–	0.03%	134
2023 Q3	$149K	Hold	983	–	–	0.04%	131
2023 Q2	$155K	Hold	983	–	–	0.04%	131
2023 Q1	$150K	Hold	983	–	–	0.04%	129
2022 Q4	$149K	Hold	983	–	–	0.04%	118
2022 Q3	$134K	Hold	983	–	–	0.04%	115
2022 Q2	$143K	Hold	983	–	–	0.04%	116
2022 Q1	$163K	Hold	983	–	–	0.05%	117
2021 Q4	$165K	Hold	983	–	–	0.05%	123
2021 Q3	$154K	Hold	983	–	–	0.05%	122
2021 Q2	$156K	Hold	983	–	–	0.05%	115
2021 Q1	$149K	Hold	983	–	–	0.06%	109
2020 Q4	$134K	Hold	983	–	–	0.06%	114
2020 Q3	$116K	Buy	+983	New	+$117K	0.06%	106

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TFC Financial Management's IWD Position: Q1 2026 in Review

TFC Financial Management increased its iShares Russell 1000 Value ETF (IWD) stake by 35% in Q1 2026, buying an estimated $77.7K and bringing the position to 1,376 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #108.

TFC Financial Management first reported a position in IWD in Q3 2020 and has held it in 23 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

TFC Financial Management held 1,376 shares of iShares Russell 1000 Value ETF worth $294K as of Q1 2026.
TFC Financial Management bought 355 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $77.7K.
iShares Russell 1000 Value ETF made up 0.04% of TFC Financial Management's portfolio in Q1 2026, its #108 holding.
TFC Financial Management first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and has held it in 23 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.